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 | $154,530 | $106,890+44.6% | $84,015+83.9% | $152,861+1.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.92% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,924 | $2,734+116.7% | $1,983+198.7% | $4,762+24.4% |
| Participant deferral / active EE | $779 | $4,011-80.6% | $3,239-76.0% | $5,850-86.7% |
| Admin fee / account holder | $11,844 | $8,285+43.0% | $6,101+94.1% | $11,596+2.1% |