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 | $191,886 | $126,574+51.6% | $106,213+80.7% | $145,922+31.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.24% | 224.79%-206.6pp | 116.14%-97.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $11,267 | $3,730+202.0% | $3,171+255.3% | $4,660+141.8% |
| Participant deferral / active EE | $1,358 | $5,724-76.3% | $5,016-72.9% | $6,688-79.7% |
| Admin fee / account holder | $9,432 | $17,304-45.5% | $11,033-14.5% | $13,397-29.6% |