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 | $63,801 | $185,822-65.7% | $169,993-62.5% | $139,434-54.2% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 11.92% | 60.50%-48.6pp | 53.37%-41.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,466 | $7,590-80.7% | $6,785-78.4% | $4,751-69.1% |
| Participant deferral / active EE | $2,921 | $11,622-74.9% | $10,408-71.9% | $6,710-56.5% |
| Admin fee / account holder | $580 | $15,381-96.2% | $12,815-95.5% | $11,403-94.9% |