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 | $78,509 | $85,790-8.5% | $67,313+16.6% | $135,375-42.0% |
| Participation rate | 94.7% | 76.5%+18.3pp | 69.1%+25.7pp | 82.6%+12.1pp |
| Annual return | -6.53% | -0.54%-6.0pp | -4.08%-2.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $8,922 | $3,487+155.8% | $2,566+247.7% | $4,779+86.7% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,149 | $6,392-82.0% | $4,507-74.5% | $10,827-89.4% |