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 9-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 | $93,725 | $110,502-15.2% | $80,716+16.1% | $167,490-44.0% |
| Participation rate | 88.9% | 64.0%+24.9pp | 54.2%+34.7pp | 82.1%+6.8pp |
| Annual return | 12.16% | 120.54%-108.4pp | 87.28%-75.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $14,478 | $1,543+838.5% | $1,160+1148.0% | $4,837+199.3% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $741 | $4,545-83.7% | $3,380-78.1% | $12,309-94.0% |