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 7-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 | $51,094 | $198,466-74.3% | $170,442-70.0% | $147,584-65.4% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 11.17% | 257.29%-246.1pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,857 | $6,184-53.8% | $5,433-47.4% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $646 | $16,852-96.2% | $13,880-95.3% | $10,885-94.1% |