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 | $51,729 | $185,822-72.2% | $169,993-69.6% | $139,434-62.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 15.75% | 60.50%-44.8pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,565 | $7,590-79.4% | $6,785-76.9% | $4,751-67.1% |
| Participant deferral / active EE | $1,894 | $11,622-83.7% | $10,408-81.8% | $6,710-71.8% |
| Admin fee / account holder | $2,898 | $15,381-81.2% | $12,815-77.4% | $11,403-74.6% |