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 | $158,378 | $150,440+5.3% | $136,294+16.2% | $147,584+7.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.88% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,213 | $5,256-76.9% | $4,695-74.2% | $4,876-75.1% |
| Participant deferral / active EE | $1,700 | $6,630-74.4% | $6,247-72.8% | $5,439-68.7% |
| Admin fee / account holder | $6,575 | $10,905-39.7% | $9,243-28.9% | $10,885-39.6% |