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 | $59,672 | $183,963-67.6% | $162,163-63.2% | $152,861-61.0% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.6%-5.2pp | 82.4%-0.1pp |
| Annual return | 19.11% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,922 | $6,371-69.8% | $5,614-65.8% | $4,762-59.6% |
| Participant deferral / active EE | $2,452 | $8,034-69.5% | $7,298-66.4% | $5,850-58.1% |
| Admin fee / account holder | $5,844 | $13,121-55.5% | $10,843-46.1% | $11,596-49.6% |