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 7-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 | $39,458 | $90,348-56.3% | $75,972-48.1% | $145,922-73.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.42% | 620.88%-612.5pp | 359.55%-351.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $26,114 | $3,311+688.7% | $2,685+872.7% | $4,660+460.4% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,148 | $8,467-86.4% | $6,467-82.2% | $13,397-91.4% |