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 | $207,146 | $107,934+91.9% | $91,989+125.2% | $152,861+35.5% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 15.20% | 89.24%-74.0pp | 69.02%-53.8pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,633 | $4,210+10.1% | $3,452+34.2% | $4,762-2.7% |
| Participant deferral / active EE | $1,301 | $6,364-79.6% | $5,923-78.0% | $5,850-77.8% |
| Admin fee / account holder | $5,022 | $10,520-52.3% | $7,743-35.1% | $11,596-56.7% |