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 | $48,903 | $160,055-69.4% | $140,016-65.1% | $135,375-63.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.93% | 911.38%-919.3pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,594 | $6,420-75.2% | $5,606-71.6% | $4,779-66.6% |
| Participant deferral / active EE | $1,978 | $7,642-74.1% | $6,927-71.4% | $5,609-64.7% |
| Admin fee / account holder | $5,025 | $13,328-62.3% | $10,705-53.1% | $10,827-53.6% |