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 | $193,287 | $135,635+42.5% | $110,238+75.3% | $135,375+42.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | 129.39% | 513.19%-383.8pp | 314.74%-185.3pp | 519.73%-390.3pp |
| Employer contribution / active EE | $1,421 | $4,906-71.0% | $3,826-62.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,571 | $5,506-71.5% | $4,672-66.4% | $5,609-72.0% |
| Admin fee / account holder | $1,020 | $11,457-91.1% | $8,547-88.1% | $10,827-90.6% |