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 | $165,124 | $99,640+65.7% | $86,436+91.0% | $134,475+22.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.34% | 6782.58%-6795.9pp | 4394.89%-4408.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,277 | $4,400-2.8% | $3,769+13.5% | $4,740-9.8% |
| Participant deferral / active EE | $1,773 | $7,246-75.5% | $6,952-74.5% | $6,400-72.3% |
| Admin fee / account holder | $7,771 | $8,371-7.2% | $6,731+15.4% | $11,426-32.0% |