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 4-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 | $71,653 | $96,635-25.9% | $86,612-17.3% | $139,434-48.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.02% | 106.41%-83.4pp | 591.07%-568.0pp | 372.94%-349.9pp |
| Employer contribution / active EE | $54,604 | $3,263+1573.4% | $3,022+1706.6% | $4,751+1049.4% |
| Participant deferral / active EE | $750 | $4,836-84.5% | $4,438-83.1% | $6,710-88.8% |
| Admin fee / account holder | $656 | $6,408-89.8% | $5,614-88.3% | $11,403-94.2% |