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 | $38,966 | $69,010-43.5% | $159,960-75.6% | $68,494-43.1% |
| Participation rate | 98.1% | 65.4%+32.7pp | 78.0%+20.2pp | 67.9%+30.2pp |
| Annual return | 5.53% | -9.65%+15.2pp | 408.60%-403.1pp | -7.84%+13.4pp |
| Employer contribution / active EE | $4,496 | $2,213+103.1% | $4,226+6.4% | $2,596+73.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $450 | $4,798-90.6% | $8,698-94.8% | $5,403-91.7% |