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 | $142,391 | $202,318-29.6% | $172,739-17.6% | $152,861-6.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.18% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,504 | $5,856-74.3% | $5,143-70.8% | $4,762-68.4% |
| Participant deferral / active EE | $1,989 | $5,948-66.6% | $5,198-61.7% | $5,850-66.0% |
| Admin fee / account holder | $1,150 | $17,109-93.3% | $13,954-91.8% | $11,596-90.1% |