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 | $48,124 | $198,466-75.8% | $170,442-71.8% | $147,584-67.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.04% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $3,761 | $6,184-39.2% | $5,433-30.8% | $4,876-22.9% |
| Participant deferral / active EE | $1,892 | $5,629-66.4% | $4,939-61.7% | $5,439-65.2% |
| Admin fee / account holder | $13,584 | $16,852-19.4% | $13,880-2.1% | $10,885+24.8% |