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 | $93,313 | $150,440-38.0% | $136,294-31.5% | $147,584-36.8% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 15.81% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,148 | $5,256+36.0% | $4,695+52.2% | $4,876+46.6% |
| Participant deferral / active EE | $1,737 | $6,630-73.8% | $6,247-72.2% | $5,439-68.1% |
| Admin fee / account holder | $399 | $10,905-96.3% | $9,243-95.7% | $10,885-96.3% |