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 | $97,021 | $138,044-29.7% | $125,339-22.6% | $134,475-27.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -10.39% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,265 | $5,243-18.7% | $4,814-11.4% | $4,740-10.0% |
| Participant deferral / active EE | $489 | $7,799-93.7% | $7,446-93.4% | $6,400-92.4% |
| Admin fee / account holder | $102,982 | $11,571+790.0% | $10,010+928.8% | $11,426+801.3% |