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 | $154,777 | $126,574+22.3% | $106,213+45.7% | $145,922+6.1% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 8.66% | 224.79%-216.1pp | 116.14%-107.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,941 | $3,730-21.2% | $3,171-7.3% | $4,660-36.9% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $7,739 | $17,304-55.3% | $11,033-29.9% | $13,397-42.2% |