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 8-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 | $98,262 | $88,751+10.7% | $81,812+20.1% | $145,922-32.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.74% | 1025.40%-1009.7pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $475 | $3,083-84.6% | $2,912-83.7% | $4,660-89.8% |
| Participant deferral / active EE | $650 | $4,643-86.0% | $4,319-84.9% | $6,688-90.3% |
| Admin fee / account holder | $6,737 | $8,415-19.9% | $7,386-8.8% | $13,397-49.7% |