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 | $16,094 | $104,907-84.7% | $84,611-81.0% | $152,861-89.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 12.89% | 373.79%-360.9pp | 258.74%-245.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $7,551 | $3,302+128.7% | $2,652+184.7% | $4,762+58.6% |
| Participant deferral / active EE | $325 | $4,688-93.1% | $3,899-91.7% | $5,850-94.4% |
| Admin fee / account holder | $817 | $6,241-86.9% | $4,912-83.4% | $11,596-93.0% |