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 9-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 | $21,795 | $158,398-86.2% | $126,539-82.8% | $142,382-84.7% |
| Participation rate | 76.5% | 75.8%+0.7pp | 69.8%+6.7pp | 80.1%-3.6pp |
| Annual return | 19.57% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.5pp |
| Employer contribution / active EE | $11,089 | $4,650+138.5% | $3,674+201.8% | $4,299+157.9% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $399 | $6,918-94.2% | $6,065-93.4% | $12,624-96.8% |