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 | $52,145 | $105,998-50.8% | $92,233-43.5% | $147,584-64.7% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 10.90% | 50.05%-39.1pp | 176.28%-165.4pp | 578.55%-567.6pp |
| Employer contribution / active EE | $6,158 | $4,333+42.1% | $3,679+67.4% | $4,876+26.3% |
| Participant deferral / active EE | $825 | $4,478-81.6% | $3,897-78.8% | $5,439-84.8% |
| Admin fee / account holder | $607 | $6,332-90.4% | $5,194-88.3% | $10,885-94.4% |