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 | $120,613 | $133,922-9.9% | $116,228+3.8% | $142,382-15.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.61% | 147.76%-137.2pp | 90.06%-79.5pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,500 | $3,446+59.6% | $2,994+83.7% | $4,299+27.9% |
| Participant deferral / active EE | $87 | $5,672-98.5% | $4,953-98.2% | $6,507-98.7% |
| Admin fee / account holder | $759 | $14,945-94.9% | $11,989-93.7% | $12,624-94.0% |