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 3-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 | $43,181 | $133,922-67.8% | $116,228-62.8% | $142,382-69.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.51% | 147.76%-129.3pp | 90.06%-71.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,998 | $3,446+16.0% | $2,994+33.5% | $4,299-7.0% |
| Participant deferral / active EE | $1,177 | $5,672-79.2% | $4,953-76.2% | $6,507-81.9% |
| Admin fee / account holder | $2,885 | $14,945-80.7% | $11,989-75.9% | $12,624-77.1% |