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 | $222,709 | $150,440+48.0% | $136,294+63.4% | $147,584+50.9% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 10.69% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,510 | $5,256-71.3% | $4,695-67.8% | $4,876-69.0% |
| Participant deferral / active EE | $1,913 | $6,630-71.1% | $6,247-69.4% | $5,439-64.8% |
| Admin fee / account holder | $24,155 | $10,905+121.5% | $9,243+161.3% | $10,885+121.9% |