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 | $23,564 | $210,698-88.8% | $178,014-86.8% | $145,959-83.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.43% | 386.27%-370.8pp | 294.80%-279.4pp | 561.95%-546.5pp |
| Employer contribution / active EE | $3,169 | $4,567-30.6% | $3,950-19.8% | $4,661-32.0% |
| Participant deferral / active EE | $1,067 | $6,958-84.7% | $6,276-83.0% | $6,689-84.1% |
| Admin fee / account holder | $2,362 | $12,016-80.3% | $10,362-77.2% | $13,398-82.4% |