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 | $130,616 | $138,065-5.4% | $123,544+5.7% | $135,375-3.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.26% | 153.68%-159.9pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,183 | $5,151-38.2% | $4,628-31.2% | $4,779-33.4% |
| Participant deferral / active EE | $1,087 | $6,799-84.0% | $6,426-83.1% | $5,609-80.6% |
| Admin fee / account holder | $387 | $10,916-96.5% | $9,284-95.8% | $10,827-96.4% |