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 9-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 | $243,191 | $135,635+79.3% | $110,238+120.6% | $135,375+79.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 56.27% | 513.19%-456.9pp | 314.74%-258.5pp | 519.73%-463.5pp |
| Employer contribution / active EE | $5,984 | $4,906+22.0% | $3,826+56.4% | $4,779+25.2% |
| Participant deferral / active EE | $1,430 | $5,506-74.0% | $4,672-69.4% | $5,609-74.5% |
| Admin fee / account holder | $1,297 | $11,457-88.7% | $8,547-84.8% | $10,827-88.0% |