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 | $240,007 | $171,865+39.6% | $149,718+60.3% | $147,584+62.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 35.59% | 2113.22%-2077.6pp | 1501.63%-1466.0pp | 578.55%-543.0pp |
| Employer contribution / active EE | $24,765 | $6,275+294.7% | $5,445+354.8% | $4,876+407.9% |
| Participant deferral / active EE | $2,340 | $7,271-67.8% | $6,569-64.4% | $5,439-57.0% |
| Admin fee / account holder | $1,107 | $13,799-92.0% | $11,283-90.2% | $10,885-89.8% |