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 8-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 | $125,565 | $755,339-83.4% | $379,746-66.9% | $158,922-21.0% |
| Participation rate | 90.0% | 81.8%+8.2pp | 78.4%+11.6pp | 82.0%+8.0pp |
| Annual return | 12.51% | 53.41%-40.9pp | 34.90%-22.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,235 | $7,938-71.8% | $6,024-62.9% | $5,982-62.6% |
| Admin fee / account holder | $11,475 | $14,482-20.8% | $7,927+44.8% | $11,246+2.0% |