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 | $73,178 | $138,065-47.0% | $123,544-40.8% | $135,375-45.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -0.61% | 153.68%-154.3pp | 119.20%-119.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,331 | $5,151-74.2% | $4,628-71.2% | $4,779-72.1% |
| Participant deferral / active EE | $967 | $6,799-85.8% | $6,426-84.9% | $5,609-82.8% |
| Admin fee / account holder | $432 | $10,916-96.0% | $9,284-95.3% | $10,827-96.0% |