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 | $160,512 | $138,065+16.3% | $123,544+29.9% | $135,375+18.6% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,990 | $5,151-3.1% | $4,628+7.8% | $4,779+4.4% |
| Participant deferral / active EE | $382 | $6,799-94.4% | $6,426-94.1% | $5,609-93.2% |
| Admin fee / account holder | $4,575 | $10,916-58.1% | $9,284-50.7% | $10,827-57.7% |