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 | $20,807 | $60,124-65.4% | $90,404-77.0% | $79,858-73.9% |
| Participation rate | 95.7% | 65.0%+30.7pp | 72.7%+23.0pp | 69.6%+26.0pp |
| Annual return | 13.43% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,196 | $2,068+102.9% | $3,262+28.6% | $2,471+69.8% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $627 | $3,976-84.2% | $5,611-88.8% | $5,306-88.2% |