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 7-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 | $67,497 | $100,970-33.2% | $96,576-30.1% | $137,256-50.8% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 1658.78% | 38.16%+1620.6pp | 38.47%+1620.3pp | 220.34%+1438.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $499 | $8,286-94.0% | $7,956-93.7% | $6,407-92.2% |
| Admin fee / account holder | $3,958 | $11,312-65.0% | $11,381-65.2% | $12,270-67.7% |