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 | $110,334 | $112,096-1.6% | $95,952+15.0% | $158,922-30.6% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 17.77% | 171.09%-153.3pp | 91.61%-73.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $6,250 | $3,198+95.4% | $2,541+146.0% | $4,761+31.3% |
| Participant deferral / active EE | $344 | $4,784-92.8% | $4,167-91.7% | $5,982-94.2% |
| Admin fee / account holder | $6,499 | $10,130-35.8% | $6,795-4.4% | $11,246-42.2% |