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 | $47,233 | $105,998-55.4% | $92,233-48.8% | $147,584-68.0% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 13.18% | 50.05%-36.9pp | 176.28%-163.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $847 | $4,333-80.5% | $3,679-77.0% | $4,876-82.6% |
| Participant deferral / active EE | $878 | $4,478-80.4% | $3,897-77.5% | $5,439-83.9% |
| Admin fee / account holder | $13,620 | $6,332+115.1% | $5,194+162.3% | $10,885+25.1% |