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 8-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 | $90,753 | $102,604-11.6% | $86,188+5.3% | $139,434-34.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 17.19% | 1922.51%-1905.3pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $16,800 | $3,032+454.0% | $2,380+605.8% | $4,751+253.6% |
| Participant deferral / active EE | $953 | $4,676-79.6% | $3,985-76.1% | $6,710-85.8% |
| Admin fee / account holder | $561 | $8,657-93.5% | $6,852-91.8% | $11,403-95.1% |