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 | $132,787 | $111,724+18.9% | $93,606+41.9% | $145,922-9.0% |
| Participation rate | 81.3% | 74.2%+7.0pp | 68.7%+12.5pp | 80.3%+1.0pp |
| Annual return | 9.10% | 202.98%-193.9pp | 133.20%-124.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,479 | $3,090-52.1% | $2,420-38.9% | $4,660-68.3% |
| Participant deferral / active EE | $514 | $4,912-89.5% | $4,411-88.4% | $6,688-92.3% |
| Admin fee / account holder | $1,172 | $10,250-88.6% | $8,285-85.9% | $13,397-91.3% |