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 | $133,497 | $107,334+24.4% | $92,893+43.7% | $152,861-12.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.36% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,777 | $4,221-57.9% | $3,653-51.4% | $4,762-62.7% |
| Participant deferral / active EE | $1,097 | $4,845-77.3% | $4,236-74.1% | $5,850-81.2% |
| Admin fee / account holder | $588 | $7,079-91.7% | $5,794-89.9% | $11,596-94.9% |