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 | $29,794 | $107,015-72.2% | $73,545-59.5% | $147,584-79.8% |
| Participation rate | 84.6% | 66.4%+18.2pp | 54.9%+29.7pp | 82.8%+1.8pp |
| Annual return | 2.15% | 38.25%-36.1pp | -15.16%+17.3pp | 578.55%-576.4pp |
| Employer contribution / active EE | $4,615 | $1,760+162.2% | $1,219+278.6% | $4,876-5.4% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $507 | $3,055-83.4% | $2,320-78.1% | $10,885-95.3% |