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 | $122,371 | $81,460+50.2% | $103,333+18.4% | $80,856+51.3% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 11.11% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $13,898 | $3,105+347.6% | $3,868+259.3% | $2,755+404.5% |
| Participant deferral / active EE | $1,588 | $3,869-59.0% | $5,057-68.6% | $4,296-63.0% |
| Admin fee / account holder | $14,150 | $6,566+115.5% | $8,355+69.4% | $6,918+104.5% |