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 | $170,631 | $180,449-5.4% | $154,107+10.7% | $135,375+26.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.30% | 888.09%-878.8pp | 735.12%-725.8pp | 519.73%-510.4pp |
| Employer contribution / active EE | $9,404 | $6,035+55.8% | $5,298+77.5% | $4,779+96.8% |
| Participant deferral / active EE | $1,081 | $5,806-81.4% | $5,081-78.7% | $5,609-80.7% |
| Admin fee / account holder | $8,797 | $16,143-45.5% | $13,411-34.4% | $10,827-18.7% |