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 8-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 | $153,844 | $91,538+68.1% | $129,995+18.3% | $75,163+104.7% |
| Participation rate | 97.5% | 71.4%+26.1pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 60.68% | -631.11%+691.8pp | -137.18%+197.9pp | 160.62%-99.9pp |
| Employer contribution / active EE | $9,395 | $2,845+230.2% | $4,320+117.5% | $2,670+251.9% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,962 | $6,790-26.9% | $10,614-53.3% | $5,651-12.2% |