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 | $84,413 | $160,055-47.3% | $140,016-39.7% | $135,375-37.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -3.57% | 911.38%-914.9pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $7,124 | $6,420+11.0% | $5,606+27.1% | $4,779+49.1% |
| Participant deferral / active EE | $2,348 | $7,642-69.3% | $6,927-66.1% | $5,609-58.1% |
| Admin fee / account holder | $2,370 | $13,328-82.2% | $10,705-77.9% | $10,827-78.1% |