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 | $122,803 | $69,010+77.9% | $159,960-23.2% | $68,494+79.3% |
| Participation rate | 97.0% | 65.4%+31.6pp | 78.0%+19.0pp | 67.9%+29.1pp |
| Annual return | 117.36% | -9.65%+127.0pp | 408.60%-291.2pp | -7.84%+125.2pp |
| Employer contribution / active EE | $8,664 | $2,213+291.5% | $4,226+105.0% | $2,596+233.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,580 | $4,798-46.2% | $8,698-70.3% | $5,403-52.2% |