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 | $38,346 | $209,832-81.7% | $189,513-79.8% | $167,490-77.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.44% | 748.27%-730.8pp | 555.15%-537.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,319 | $6,914-66.5% | $6,162-62.4% | $4,837-52.1% |
| Participant deferral / active EE | $2,960 | $8,935-66.9% | $8,221-64.0% | $6,341-53.3% |
| Admin fee / account holder | $9,221 | $14,293-35.5% | $12,045-23.4% | $12,309-25.1% |