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 | $62,246 | $102,317-39.2% | $146,958-57.6% | $80,856-23.0% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 66.80% | 134.76%-68.0pp | 418.34%-351.5pp | 35.59%+31.2pp |
| Employer contribution / active EE | $5,694 | $3,713+53.4% | $4,933+15.4% | $2,755+106.7% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,058 | $7,941-74.1% | $12,998-84.2% | $6,918-70.2% |