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 | $191,921 | $180,449+6.4% | $154,107+24.5% | $135,375+41.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.22% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-528.0pp |
| Employer contribution / active EE | $22,945 | $6,035+280.2% | $5,298+333.1% | $4,779+380.2% |
| Participant deferral / active EE | -$174 | $5,806-103.0% | $5,081-103.4% | $5,609-103.1% |
| Admin fee / account holder | $5,218 | $16,143-67.7% | $13,411-61.1% | $10,827-51.8% |