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 | $207,007 | $180,449+14.7% | $154,107+34.3% | $135,375+52.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -4.43% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.2pp |
| Employer contribution / active EE | $8,513 | $6,035+41.1% | $5,298+60.7% | $4,779+78.1% |
| Participant deferral / active EE | $1,870 | $5,806-67.8% | $5,081-63.2% | $5,609-66.7% |
| Admin fee / account holder | $5,401 | $16,143-66.5% | $13,411-59.7% | $10,827-50.1% |