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 | $52,289 | $165,335-68.4% | $149,696-65.1% | $158,922-67.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.95% | 348.15%-336.2pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,398 | $5,103-72.6% | $4,644-69.9% | $4,761-70.6% |
| Participant deferral / active EE | $1,912 | $7,181-73.4% | $6,842-72.1% | $5,982-68.0% |
| Admin fee / account holder | $681 | $10,807-93.7% | $9,309-92.7% | $11,246-93.9% |