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 | $107,172 | $100,852+6.3% | $90,404+18.5% | $158,922-32.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.67% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,903 | $3,689-48.4% | $3,262-41.7% | $4,761-60.0% |
| Participant deferral / active EE | $400 | $4,348-90.8% | $3,963-89.9% | $5,982-93.3% |
| Admin fee / account holder | $764 | $6,501-88.2% | $5,611-86.4% | $11,246-93.2% |