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 | $84,988 | $150,187-43.4% | $120,354-29.4% | $145,922-41.8% |
| Participation rate | 90.5% | 78.8%+11.7pp | 71.9%+18.6pp | 80.3%+10.2pp |
| Annual return | 8.61% | 154.07%-145.5pp | 107.15%-98.5pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,671 | $4,348-61.6% | $3,463-51.7% | $4,660-64.1% |
| Participant deferral / active EE | $1,362 | $6,173-77.9% | $4,991-72.7% | $6,688-79.6% |
| Admin fee / account holder | $21,363 | $12,207+75.0% | $9,423+126.7% | $13,397+59.5% |