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 | $78,015 | $70,587+10.5% | $124,672-37.4% | $85,850-9.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 15.17% | 20688.83%-20673.7pp | 5142.93%-5127.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,867 | $1,913-2.4% | $3,324-43.8% | $2,565-27.2% |
| Participant deferral / active EE | $1,070 | $2,969-64.0% | $4,614-76.8% | $3,952-72.9% |
| Admin fee / account holder | $10,798 | $5,282+104.4% | $7,493+44.1% | $6,260+72.5% |