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 7-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 | $93,817 | $109,817-14.6% | $98,442-4.7% | $167,490-44.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.03% | 1956.69%-1937.7pp | 1492.73%-1473.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $19,512 | $3,224+505.2% | $2,960+559.2% | $4,837+303.4% |
| Participant deferral / active EE | $500 | $4,673-89.3% | $4,276-88.3% | $6,341-92.1% |
| Admin fee / account holder | $775 | $6,753-88.5% | $5,949-87.0% | $12,309-93.7% |