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 | $42,646 | $209,832-79.7% | $189,513-77.5% | $167,490-74.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.87% | 748.27%-737.4pp | 555.15%-544.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,662 | $6,914-76.0% | $6,162-73.0% | $4,837-65.6% |
| Participant deferral / active EE | $1,853 | $8,935-79.3% | $8,221-77.5% | $6,341-70.8% |
| Admin fee / account holder | $302 | $14,293-97.9% | $12,045-97.5% | $12,309-97.5% |