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 4-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 | $64,171 | $77,899-17.6% | $149,673-57.1% | $75,163-14.6% |
| Participation rate | 91.0% | 65.6%+25.4pp | 78.8%+12.3pp | 67.2%+23.8pp |
| Annual return | 464.88% | 31.72%+433.2pp | 134.42%+330.5pp | 160.62%+304.3pp |
| Employer contribution / active EE | $3,520 | $3,137+12.2% | $4,818-26.9% | $2,670+31.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $903 | $5,956-84.8% | $13,210-93.2% | $5,651-84.0% |