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 | $110,976 | $97,757+13.5% | $83,848+32.4% | $135,375-18.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.82% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,796 | $4,222-57.5% | $3,631-50.5% | $4,779-62.4% |
| Participant deferral / active EE | $1,121 | $4,682-76.1% | $4,082-72.5% | $5,609-80.0% |
| Admin fee / account holder | $552 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |