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 | $45,373 | $209,411-78.3% | $178,490-74.6% | $158,922-71.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.97% | 188.75%-157.8pp | 151.07%-120.1pp | 302.83%-271.9pp |
| Employer contribution / active EE | $3,290 | $5,706-42.3% | $5,011-34.3% | $4,761-30.9% |
| Participant deferral / active EE | $874 | $5,954-85.3% | $5,202-83.2% | $5,982-85.4% |
| Admin fee / account holder | $651 | $17,074-96.2% | $13,984-95.3% | $11,246-94.2% |