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 | $50,556 | $138,065-63.4% | $123,544-59.1% | $135,375-62.7% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | 6.41% | 153.68%-147.3pp | 119.20%-112.8pp | 519.73%-513.3pp |
| Employer contribution / active EE | $5,992 | $5,151+16.3% | $4,628+29.5% | $4,779+25.4% |
| Participant deferral / active EE | $1,656 | $6,799-75.6% | $6,426-74.2% | $5,609-70.5% |
| Admin fee / account holder | $1,711 | $10,916-84.3% | $9,284-81.6% | $10,827-84.2% |