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 | $240,600 | $209,411+14.9% | $178,490+34.8% | $158,922+51.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.19% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $17,636 | $5,706+209.1% | $5,011+252.0% | $4,761+270.4% |
| Participant deferral / active EE | $660 | $5,954-88.9% | $5,202-87.3% | $5,982-89.0% |
| Admin fee / account holder | $1,407 | $17,074-91.8% | $13,984-89.9% | $11,246-87.5% |