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 | $71,906 | $150,440-52.2% | $136,294-47.2% | $147,584-51.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 41.34% | 1049.08%-1007.7pp | 5155.94%-5114.6pp | 578.55%-537.2pp |
| Employer contribution / active EE | $958 | $5,256-81.8% | $4,695-79.6% | $4,876-80.4% |
| Participant deferral / active EE | $1,730 | $6,630-73.9% | $6,247-72.3% | $5,439-68.2% |
| Admin fee / account holder | $356 | $10,905-96.7% | $9,243-96.2% | $10,885-96.7% |