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 | $40,819 | $884,045-95.4% | $453,369-91.0% | $167,490-75.6% |
| Participation rate | 88.9% | 81.6%+7.3pp | 78.0%+10.9pp | 82.1%+6.8pp |
| Annual return | 22.53% | 29.49%-7.0pp | 64.40%-41.9pp | 478.56%-456.0pp |
| Employer contribution / active EE | $1,413 | $5,538-74.5% | $4,070-65.3% | $4,837-70.8% |
| Participant deferral / active EE | $1,982 | $7,898-74.9% | $6,209-68.1% | $6,341-68.7% |
| Admin fee / account holder | $1,103 | $22,063-95.0% | $11,209-90.2% | $12,309-91.0% |