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 | $72,827 | $159,934-54.5% | $147,005-50.5% | $145,959-50.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 9.69% | 98.24%-88.5pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,829 | $5,287-46.5% | $4,934-42.7% | $4,661-39.3% |
| Participant deferral / active EE | $2,445 | $8,427-71.0% | $8,070-69.7% | $6,689-63.4% |
| Admin fee / account holder | $528 | $15,053-96.5% | $13,006-95.9% | $13,398-96.1% |