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 | $110,262 | $209,832-47.5% | $189,513-41.8% | $167,490-34.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.52% | 748.27%-737.8pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,264 | $6,914-38.3% | $6,162-30.8% | $4,837-11.8% |
| Participant deferral / active EE | $2,447 | $8,935-72.6% | $8,221-70.2% | $6,341-61.4% |
| Admin fee / account holder | $897 | $14,293-93.7% | $12,045-92.6% | $12,309-92.7% |