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 | $31,580 | $107,334-70.6% | $92,893-66.0% | $152,861-79.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 34.86% | 145.58%-110.7pp | 109.41%-74.6pp | 345.32%-310.5pp |
| Employer contribution / active EE | $2,305 | $4,221-45.4% | $3,653-36.9% | $4,762-51.6% |
| Participant deferral / active EE | $1,236 | $4,845-74.5% | $4,236-70.8% | $5,850-78.9% |
| Admin fee / account holder | $1,821 | $7,079-74.3% | $5,794-68.6% | $11,596-84.3% |