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 | $109,115 | $159,901-31.8% | $146,958-25.8% | $145,922-25.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 42.02% | 98.13%-56.1pp | 418.34%-376.3pp | 561.29%-519.3pp |
| Employer contribution / active EE | $1,714 | $5,286-67.6% | $4,933-65.2% | $4,660-63.2% |
| Participant deferral / active EE | $1,989 | $8,428-76.4% | $8,070-75.4% | $6,688-70.3% |
| Admin fee / account holder | $20,765 | $15,044+38.0% | $12,998+59.8% | $13,397+55.0% |