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 | $52,443 | $96,635-45.7% | $86,612-39.5% | $139,434-62.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 51.94% | 106.41%-54.5pp | 591.07%-539.1pp | 372.94%-321.0pp |
| Employer contribution / active EE | $5,600 | $3,263+71.6% | $3,022+85.3% | $4,751+17.9% |
| Participant deferral / active EE | $308 | $4,836-93.6% | $4,438-93.1% | $6,710-95.4% |
| Admin fee / account holder | $5,863 | $6,408-8.5% | $5,614+4.4% | $11,403-48.6% |