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 | $71,203 | $209,832-66.1% | $189,513-62.4% | $167,490-57.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 748.27%-732.6pp | 555.15%-539.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $5,051 | $6,914-26.9% | $6,162-18.0% | $4,837+4.4% |
| Participant deferral / active EE | $3,167 | $8,935-64.6% | $8,221-61.5% | $6,341-50.1% |
| Admin fee / account holder | $1,341 | $14,293-90.6% | $12,045-88.9% | $12,309-89.1% |