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 | $107,578 | $167,483-35.8% | $115,752-7.1% | $147,584-27.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 10.19% | 12.11%-1.9pp | 19.41%-9.2pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,015 | $4,960-79.5% | $3,492-70.9% | $4,876-79.2% |
| Participant deferral / active EE | $382 | $7,037-94.6% | $5,204-92.7% | $5,439-93.0% |
| Admin fee / account holder | $432 | $13,069-96.7% | $6,278-93.1% | $10,885-96.0% |