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 | $159,832 | $202,318-21.0% | $172,739-7.5% | $152,861+4.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 30.38% | 1029.65%-999.3pp | 802.84%-772.5pp | 345.32%-314.9pp |
| Employer contribution / active EE | $5,832 | $5,856-0.4% | $5,143+13.4% | $4,762+22.5% |
| Participant deferral / active EE | $1,660 | $5,948-72.1% | $5,198-68.1% | $5,850-71.6% |
| Admin fee / account holder | $1,859 | $17,109-89.1% | $13,954-86.7% | $11,596-84.0% |