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 | $102,244 | $112,096-8.8% | $95,952+6.6% | $158,922-35.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.32% | 171.09%-153.8pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $11,441 | $3,198+257.8% | $2,541+350.3% | $4,761+140.3% |
| Participant deferral / active EE | $1,280 | $4,784-73.2% | $4,167-69.3% | $5,982-78.6% |
| Admin fee / account holder | $366 | $10,130-96.4% | $6,795-94.6% | $11,246-96.7% |