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 4-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 | $135,667 | $96,128+41.1% | $136,007-0.3% | $80,856+67.8% |
| Participation rate | 94.9% | 71.2%+23.7pp | 76.5%+18.5pp | 67.6%+27.3pp |
| Annual return | 76.03% | 28.71%+47.3pp | 579.32%-503.3pp | 35.59%+40.4pp |
| Employer contribution / active EE | $7,214 | $3,351+115.3% | $4,217+71.1% | $2,755+161.9% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,525 | $8,236-57.2% | $6,858-48.6% | $6,918-49.0% |