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 | $155,778 | $202,318-23.0% | $172,739-9.8% | $152,861+1.9% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 15.76% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $8,028 | $5,856+37.1% | $5,143+56.1% | $4,762+68.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,473 | $17,109-91.4% | $13,954-89.4% | $11,596-87.3% |