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 | $219,487 | $176,056+24.7% | $159,436+37.7% | $167,490+31.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.57% | 331.75%-309.2pp | 263.57%-241.0pp | 478.56%-456.0pp |
| Employer contribution / active EE | $2,258 | $5,297-57.4% | $4,829-53.2% | $4,837-53.3% |
| Participant deferral / active EE | $1,511 | $7,750-80.5% | $7,352-79.5% | $6,341-76.2% |
| Admin fee / account holder | $9,124 | $12,554-27.3% | $10,799-15.5% | $12,309-25.9% |