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 9-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 | $11,212 | $96,635-88.4% | $86,612-87.1% | $139,434-92.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 18.13% | 106.41%-88.3pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,103 | $3,263-66.2% | $3,022-63.5% | $4,751-76.8% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $744 | $6,408-88.4% | $5,614-86.8% | $11,403-93.5% |