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 | $148,648 | $168,632-11.9% | $147,614+0.7% | $125,391+18.5% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -0.30% | 77.65%-77.9pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $3,402 | $6,252-45.6% | $5,564-38.9% | $4,866-30.1% |
| Participant deferral / active EE | $443 | $5,507-91.9% | $4,895-90.9% | $5,352-91.7% |
| Admin fee / account holder | $1,812 | $13,580-86.7% | $11,611-84.4% | $9,540-81.0% |