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 | $117,125 | $111,724+4.8% | $93,606+25.1% | $145,922-19.7% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 9.93% | 202.98%-193.0pp | 133.20%-123.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $6,349 | $3,090+105.5% | $2,420+162.4% | $4,660+36.2% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3,517 | $10,250-65.7% | $8,285-57.6% | $13,397-73.8% |