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 | $146,043 | $102,966+41.8% | $90,281+61.8% | $152,861-4.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.35% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,382 | $3,139-56.0% | $2,854-51.6% | $4,762-71.0% |
| Participant deferral / active EE | $417 | $4,281-90.3% | $3,885-89.3% | $5,850-92.9% |
| Admin fee / account holder | $4,444 | $6,171-28.0% | $5,351-17.0% | $11,596-61.7% |