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 | $67,844 | $64,839+4.6% | $95,585-29.0% | $84,808-20.0% |
| Participation rate | 86.0% | 63.8%+22.2pp | 72.1%+14.0pp | 68.3%+17.7pp |
| Annual return | 14.98% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $698 | $1,759-60.3% | $2,527-72.4% | $2,631-73.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,156 | $5,964-47.1% | $6,127-48.5% | $7,344-57.0% |