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 | $63,708 | $56,199+13.4% | $67,652-5.8% | $59,632+6.8% |
| Participation rate | 88.5% | 71.5%+17.0pp | 75.7%+12.8pp | 68.7%+19.8pp |
| Annual return | -0.46% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $7,630 | $1,614+372.6% | $2,266+236.8% | $2,203+246.4% |
| Participant deferral / active EE | $714 | $2,844-74.9% | $3,560-79.9% | $3,192-77.6% |
| Admin fee / account holder | $453 | $3,958-88.6% | $4,821-90.6% | $4,297-89.5% |