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 | $61,099 | $165,984-63.2% | $164,813-62.9% | $145,922-58.1% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 28.74% | 100.03%-71.3pp | 69.93%-41.2pp | 561.29%-532.5pp |
| Employer contribution / active EE | $12,500 | $5,273+137.1% | $4,341+188.0% | $4,660+168.3% |
| Participant deferral / active EE | $1,863 | $6,959-73.2% | $6,031-69.1% | $6,688-72.1% |
| Admin fee / account holder | $543 | $16,648-96.7% | $12,690-95.7% | $13,397-95.9% |