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 | $146,444 | $144,119+1.6% | $117,854+24.3% | $147,584-0.8% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | 24.03% | 531.15%-507.1pp | 335.08%-311.0pp | 578.55%-554.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $752 | $5,316-85.8% | $4,482-83.2% | $5,439-86.2% |
| Admin fee / account holder | $458 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |