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 | $21,781 | $54,350-59.9% | $82,719-73.7% | $68,494-68.2% |
| Participation rate | 87.0% | 63.9%+23.1pp | 72.6%+14.5pp | 67.9%+19.1pp |
| Annual return | -14.26% | -13.67%-0.6pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,739 | $2,218-21.6% | $3,009-42.2% | $2,596-33.0% |
| Participant deferral / active EE | $756 | $3,246-76.7% | $4,395-82.8% | $4,027-81.2% |
| Admin fee / account holder | $1,022 | $4,395-76.7% | $5,329-80.8% | $5,403-81.1% |