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 | $19,482 | $105,998-81.6% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 18.56% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $40,013 | $4,333+823.5% | $3,679+987.5% | $4,876+720.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,942 | $6,332+41.2% | $5,194+72.2% | $10,885-17.8% |