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 | $12,105 | $96,635-87.5% | $86,612-86.0% | $139,434-91.3% |
| Participation rate | 86.4% | 74.4%+12.0pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 16.93% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,755 | $3,263-46.2% | $3,022-41.9% | $4,751-63.1% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $938 | $6,408-85.4% | $5,614-83.3% | $11,403-91.8% |