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 4-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 | $22,105 | $111,754-80.2% | $103,333-78.6% | $145,922-84.9% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 138.76% | 24.77%+114.0pp | 24.88%+113.9pp | 561.29%-422.5pp |
| Employer contribution / active EE | $27,710 | $4,212+557.8% | $3,868+616.4% | $4,660+494.7% |
| Participant deferral / active EE | $616 | $5,619-89.0% | $5,057-87.8% | $6,688-90.8% |
| Admin fee / account holder | $3,320 | $9,750-65.9% | $8,355-60.3% | $13,397-75.2% |