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 | $64,064 | $150,440-57.4% | $136,294-53.0% | $147,584-56.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 23.17% | 1049.08%-1025.9pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,624 | $5,256-69.1% | $4,695-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $1,960 | $6,630-70.4% | $6,247-68.6% | $5,439-64.0% |
| Admin fee / account holder | $10,345 | $10,905-5.1% | $9,243+11.9% | $10,885-5.0% |