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 | $45,541 | $97,757-53.4% | $83,848-45.7% | $135,375-66.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.67% | 1287.37%-1288.0pp | 850.88%-851.5pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,397 | $4,222-66.9% | $3,631-61.5% | $4,779-70.8% |
| Participant deferral / active EE | $910 | $4,682-80.6% | $4,082-77.7% | $5,609-83.8% |
| Admin fee / account holder | $621 | $6,674-90.7% | $5,478-88.7% | $10,827-94.3% |