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 8-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 | $53,177 | $190,805-72.1% | $159,960-66.8% | $134,475-60.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.11% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $39,304 | $4,995+686.8% | $4,226+830.1% | $4,740+729.3% |
| Participant deferral / active EE | $778 | $6,923-88.8% | $6,182-87.4% | $6,400-87.8% |
| Admin fee / account holder | $1,044 | $10,471-90.0% | $8,698-88.0% | $11,426-90.9% |