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 | $83,766 | $183,963-54.5% | $162,163-48.3% | $152,861-45.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.05% | 150.76%-137.7pp | 115.59%-102.5pp | 345.32%-332.3pp |
| Employer contribution / active EE | $1,854 | $6,371-70.9% | $5,614-67.0% | $4,762-61.1% |
| Participant deferral / active EE | $1,873 | $8,034-76.7% | $7,298-74.3% | $5,850-68.0% |
| Admin fee / account holder | $4,322 | $13,121-67.1% | $10,843-60.1% | $11,596-62.7% |