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 | $222,476 | $99,640+123.3% | $86,436+157.4% | $134,475+65.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | 6782.58%-6802.6pp | 4394.89%-4414.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $668 | $4,400-84.8% | $3,769-82.3% | $4,740-85.9% |
| Participant deferral / active EE | $50 | $7,246-99.3% | $6,952-99.3% | $6,400-99.2% |
| Admin fee / account holder | $609 | $8,371-92.7% | $6,731-90.9% | $11,426-94.7% |