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 | $66,095 | $58,927+12.2% | $76,817-14.0% | $72,985-9.4% |
| Participation rate | 97.0% | 67.3%+29.6pp | 72.1%+24.9pp | 69.5%+27.5pp |
| Annual return | 21.64% | 2305.64%-2284.0pp | 1166.11%-1144.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $6,183 | $1,787+246.0% | $2,302+168.6% | $2,440+153.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,601 | $4,013+114.3% | $6,420+34.0% | $5,124+67.8% |