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 | $42,674 | $45,566-6.3% | $64,105-33.4% | $59,632-28.4% |
| Participation rate | 93.3% | 60.2%+33.2pp | 68.2%+25.2pp | 68.7%+24.7pp |
| Annual return | -0.73% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $809 | $934-13.4% | $1,820-55.5% | $2,203-63.3% |
| Participant deferral / active EE | $473 | $2,057-77.0% | $2,822-83.3% | $3,192-85.2% |
| Admin fee / account holder | $1,472 | $3,268-55.0% | $4,499-67.3% | $4,297-65.7% |