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 | $65,591 | $70,587-7.1% | $124,672-47.4% | $85,850-23.6% |
| Participation rate | 91.7% | 64.4%+27.3pp | 74.6%+17.1pp | 69.3%+22.4pp |
| Annual return | 25.14% | 20688.83%-20663.7pp | 5142.93%-5117.8pp | 318.53%-293.4pp |
| Employer contribution / active EE | $1,290 | $1,913-32.6% | $3,324-61.2% | $2,565-49.7% |
| Participant deferral / active EE | $863 | $2,969-70.9% | $4,614-81.3% | $3,952-78.2% |
| Admin fee / account holder | $7,114 | $5,282+34.7% | $7,493-5.1% | $6,260+13.6% |