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 | $152,771 | $183,963-17.0% | $162,163-5.8% | $152,861-0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.45% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,537 | $6,371-75.9% | $5,614-72.6% | $4,762-67.7% |
| Participant deferral / active EE | $1,625 | $8,034-79.8% | $7,298-77.7% | $5,850-72.2% |
| Admin fee / account holder | $2,486 | $13,121-81.1% | $10,843-77.1% | $11,596-78.6% |