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 4-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 | $13,001 | $68,097-80.9% | $62,929-79.3% | $137,256-90.5% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 17.90% | 1859.11%-1841.2pp | 1063.93%-1046.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $219 | $2,811-92.2% | $2,505-91.3% | $4,156-94.7% |
| Participant deferral / active EE | $563 | $4,553-87.6% | $3,888-85.5% | $6,407-91.2% |
| Admin fee / account holder | $865 | $6,521-86.7% | $5,065-82.9% | $12,270-92.9% |