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 | $74,243 | $65,395+13.5% | $182,532-59.3% | $72,985+1.7% |
| Participation rate | 98.0% | 65.4%+32.5pp | 78.0%+20.0pp | 69.5%+28.5pp |
| Annual return | 40.84% | 27.68%+13.2pp | 148.54%-107.7pp | 81.00%-40.2pp |
| Employer contribution / active EE | $16,197 | $1,911+747.5% | $4,076+297.4% | $2,440+563.8% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $764 | $4,245-82.0% | $8,592-91.1% | $5,124-85.1% |