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 | $190,923 | $150,440+26.9% | $136,294+40.1% | $147,584+29.4% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 12.29% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $948 | $5,256-82.0% | $4,695-79.8% | $4,876-80.6% |
| Participant deferral / active EE | $1,949 | $6,630-70.6% | $6,247-68.8% | $5,439-64.2% |
| Admin fee / account holder | $4,778 | $10,905-56.2% | $9,243-48.3% | $10,885-56.1% |