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 | $96,968 | $70,587+37.4% | $124,672-22.2% | $85,850+13.0% |
| Participation rate | 90.3% | 64.4%+25.9pp | 74.6%+15.7pp | 69.3%+21.0pp |
| Annual return | 18.13% | 20688.83%-20670.7pp | 5142.93%-5124.8pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,550 | $1,913+33.3% | $3,324-23.3% | $2,565-0.6% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,832 | $5,282+10.4% | $7,493-22.2% | $6,260-6.8% |