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 9-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 | $30,996 | $105,181-70.5% | $159,436-80.6% | $85,850-63.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 13.07% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $4,209 | $3,318+26.8% | $4,829-12.9% | $2,565+64.1% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $827 | $6,933-88.1% | $10,799-92.3% | $6,260-86.8% |