See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,815 | $99,640-16.9% | $86,436-4.2% | $134,475-38.4% |
| Participation rate | 82.4% | 82.0%+0.3pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -19.63% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,350 | $4,400-23.9% | $3,769-11.1% | $4,740-29.3% |
| Participant deferral / active EE | $1,997 | $7,246-72.4% | $6,952-71.3% | $6,400-68.8% |
| Admin fee / account holder | $4,676 | $8,371-44.1% | $6,731-30.5% | $11,426-59.1% |