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 | $91,697 | $105,998-13.5% | $92,233-0.6% | $147,584-37.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.70% | 50.05%-23.3pp | 176.28%-149.6pp | 578.55%-551.8pp |
| Employer contribution / active EE | $2,400 | $4,333-44.6% | $3,679-34.8% | $4,876-50.8% |
| Participant deferral / active EE | $844 | $4,478-81.1% | $3,897-78.3% | $5,439-84.5% |
| Admin fee / account holder | $827 | $6,332-86.9% | $5,194-84.1% | $10,885-92.4% |