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 | $102,072 | $209,411-51.3% | $178,490-42.8% | $158,922-35.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.68% | 188.75%-152.1pp | 151.07%-114.4pp | 302.83%-266.1pp |
| Employer contribution / active EE | $8,217 | $5,706+44.0% | $5,011+64.0% | $4,761+72.6% |
| Participant deferral / active EE | $1,522 | $5,954-74.4% | $5,202-70.7% | $5,982-74.6% |
| Admin fee / account holder | $3,944 | $17,074-76.9% | $13,984-71.8% | $11,246-64.9% |