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 | $53,691 | $165,335-67.5% | $149,696-64.1% | $158,922-66.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.69% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $11,420 | $5,103+123.8% | $4,644+145.9% | $4,761+139.9% |
| Participant deferral / active EE | $1,128 | $7,181-84.3% | $6,842-83.5% | $5,982-81.2% |
| Admin fee / account holder | $314 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |