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 | $129,566 | $209,411-38.1% | $178,490-27.4% | $158,922-18.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.94% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $14,444 | $5,706+153.1% | $5,011+188.3% | $4,761+203.4% |
| Participant deferral / active EE | $1,083 | $5,954-81.8% | $5,202-79.2% | $5,982-81.9% |
| Admin fee / account holder | $5,173 | $17,074-69.7% | $13,984-63.0% | $11,246-54.0% |