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 | $56,474 | $154,117-63.4% | $129,995-56.6% | $139,434-59.5% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.75% | 32.48%-13.7pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,527 | $5,289-52.2% | $4,320-41.5% | $4,751-46.8% |
| Participant deferral / active EE | $1,732 | $6,710-74.2% | $5,820-70.2% | $6,710-74.2% |
| Admin fee / account holder | $1,096 | $14,007-92.2% | $10,614-89.7% | $11,403-90.4% |