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 | $36,326 | $114,047-68.1% | $96,139-62.2% | $167,490-78.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.42% | 189.88%-179.5pp | 191.94%-181.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,098 | $3,427+19.6% | $2,797+46.5% | $4,837-15.3% |
| Participant deferral / active EE | $655 | $5,194-87.4% | $4,349-84.9% | $6,341-89.7% |
| Admin fee / account holder | $384 | $6,897-94.4% | $5,537-93.1% | $12,309-96.9% |