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 | $34,191 | $183,963-81.4% | $162,163-78.9% | $152,861-77.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.62% | 150.76%-137.1pp | 115.59%-102.0pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,776 | $6,371-72.1% | $5,614-68.4% | $4,762-62.7% |
| Participant deferral / active EE | $1,723 | $8,034-78.5% | $7,298-76.4% | $5,850-70.5% |
| Admin fee / account holder | $1,262 | $13,121-90.4% | $10,843-88.4% | $11,596-89.1% |