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 6-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 | $128,775 | $105,126+22.5% | $94,646+36.1% | $139,434-7.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.26% | 38.03%-19.8pp | 156.71%-138.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $886 | $4,106-78.4% | $3,672-75.9% | $4,751-81.4% |
| Participant deferral / active EE | $900 | $7,599-88.2% | $7,418-87.9% | $6,710-86.6% |
| Admin fee / account holder | $1,526 | $8,984-83.0% | $7,231-78.9% | $11,403-86.6% |