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 | $47,519 | $150,440-68.4% | $136,294-65.1% | $147,584-67.8% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 12.90% | 1049.08%-1036.2pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,336 | $5,256-74.6% | $4,695-71.5% | $4,876-72.6% |
| Participant deferral / active EE | $2,090 | $6,630-68.5% | $6,247-66.5% | $5,439-61.6% |
| Admin fee / account holder | $1,707 | $10,905-84.3% | $9,243-81.5% | $10,885-84.3% |