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 | $229,427 | $121,625+88.6% | $104,607+119.3% | $158,922+44.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.56% | 465.26%-454.7pp | 340.46%-329.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,733 | $3,163-45.2% | $2,681-35.3% | $4,761-63.6% |
| Participant deferral / active EE | $445 | $4,177-89.3% | $3,740-88.1% | $5,982-92.6% |
| Admin fee / account holder | $4,864 | $7,787-37.5% | $6,473-24.9% | $11,246-56.7% |