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 | $132,172 | $124,319+6.3% | $111,297+18.8% | $167,490-21.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 22.75% | 37.44%-14.7pp | 54.65%-31.9pp | 478.56%-455.8pp |
| Employer contribution / active EE | $5,459 | $3,435+58.9% | $2,731+99.9% | $4,837+12.8% |
| Participant deferral / active EE | $459 | $5,180-91.1% | $4,487-89.8% | $6,341-92.8% |
| Admin fee / account holder | $8,664 | $10,618-18.4% | $7,964+8.8% | $12,309-29.6% |