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 | $11,076 | $54,350-79.6% | $82,719-86.6% | $68,494-83.8% |
| Participation rate | 76.7% | 63.9%+12.7pp | 72.6%+4.1pp | 67.9%+8.8pp |
| Annual return | -8.41% | -13.67%+5.3pp | 701.18%-709.6pp | -7.84%-0.6pp |
| Employer contribution / active EE | $744 | $2,218-66.5% | $3,009-75.3% | $2,596-71.4% |
| Participant deferral / active EE | $569 | $3,246-82.5% | $4,395-87.0% | $4,027-85.9% |
| Admin fee / account holder | $386 | $4,395-91.2% | $5,329-92.8% | $5,403-92.9% |