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 | $130,784 | $160,055-18.3% | $140,016-6.6% | $135,375-3.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.62% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,796 | $6,420-72.0% | $5,606-68.0% | $4,779-62.4% |
| Participant deferral / active EE | $2,017 | $7,642-73.6% | $6,927-70.9% | $5,609-64.0% |
| Admin fee / account holder | $17,035 | $13,328+27.8% | $10,705+59.1% | $10,827+57.3% |