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 | $40,600 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.38% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $7,775 | $5,256+47.9% | $4,695+65.6% | $4,876+59.4% |
| Participant deferral / active EE | $1,518 | $6,630-77.1% | $6,247-75.7% | $5,439-72.1% |
| Admin fee / account holder | $851 | $10,905-92.2% | $9,243-90.8% | $10,885-92.2% |