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 | $215,469 | $148,534+45.1% | $135,903+58.5% | $139,434+54.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 33.85% | 79.19%-45.3pp | 68.23%-34.4pp | 372.94%-339.1pp |
| Employer contribution / active EE | $6,554 | $5,243+25.0% | $4,856+35.0% | $4,751+38.0% |
| Participant deferral / active EE | $417 | $8,100-94.9% | $7,758-94.6% | $6,710-93.8% |
| Admin fee / account holder | $5,712 | $12,400-53.9% | $10,762-46.9% | $11,403-49.9% |