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 | $35,818 | $165,335-78.3% | $149,696-76.1% | $158,922-77.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.37% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $948 | $5,103-81.4% | $4,644-79.6% | $4,761-80.1% |
| Participant deferral / active EE | $1,863 | $7,181-74.1% | $6,842-72.8% | $5,982-68.9% |
| Admin fee / account holder | $4,566 | $10,807-57.7% | $9,309-51.0% | $11,246-59.4% |