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 | $74,358 | $175,202-57.6% | $149,673-50.3% | $139,434-46.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.67% | 166.71%-135.0pp | 134.42%-102.7pp | 372.94%-341.3pp |
| Employer contribution / active EE | $2,643 | $5,474-51.7% | $4,818-45.1% | $4,751-44.4% |
| Participant deferral / active EE | $822 | $6,519-87.4% | $5,680-85.5% | $6,710-87.8% |
| Admin fee / account holder | $3,215 | $16,150-80.1% | $13,210-75.7% | $11,403-71.8% |