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 | $75,883 | $183,963-58.8% | $162,163-53.2% | $152,861-50.4% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 17.03% | 150.76%-133.7pp | 115.59%-98.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,028 | $8,034-74.8% | $7,298-72.2% | $5,850-65.3% |
| Admin fee / account holder | $6,254 | $13,121-52.3% | $10,843-42.3% | $11,596-46.1% |