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 | $110,913 | $209,832-47.1% | $189,513-41.5% | $167,490-33.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.84% | 748.27%-732.4pp | 555.15%-539.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,088 | $6,914-69.8% | $6,162-66.1% | $4,837-56.8% |
| Participant deferral / active EE | $1,827 | $8,935-79.6% | $8,221-77.8% | $6,341-71.2% |
| Admin fee / account holder | $3,955 | $14,293-72.3% | $12,045-67.2% | $12,309-67.9% |