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 | $50,994 | $226,064-77.4% | $182,532-72.1% | $152,861-66.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.45% | 192.51%-167.1pp | 148.54%-123.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,089 | $4,978-17.9% | $4,076+0.3% | $4,762-14.1% |
| Participant deferral / active EE | $1,148 | $6,368-82.0% | $5,524-79.2% | $5,850-80.4% |
| Admin fee / account holder | $4,100 | $10,703-61.7% | $8,592-52.3% | $11,596-64.6% |