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 | $63,703+6.5% | $93,063-27.1% | $82,448-17.7% |
| Participation rate | 86.0% | 63.8%+22.2pp | 72.1%+13.9pp | 68.1%+18.0pp |
| Annual return | 14.98% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $698 | $1,729-59.6% | $2,476-71.8% | $2,551-72.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,156 | $5,982-47.2% | $6,033-47.7% | $7,234-56.4% |