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 | $60,077 | $108,919-44.8% | $100,391-40.2% | $145,922-58.8% |
| Participation rate | 81.8% | 82.9%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 14.88% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,107 | $4,419-74.9% | $3,942-71.9% | $4,660-76.2% |
| Participant deferral / active EE | $1,840 | $8,445-78.2% | $8,082-77.2% | $6,688-72.5% |
| Admin fee / account holder | $1,133 | $9,689-88.3% | $7,899-85.7% | $13,397-91.5% |