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 | $77,789 | $124,281-37.4% | $109,143-28.7% | $167,490-53.6% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.9%+6.7pp | 82.1%+0.5pp |
| Annual return | 39.09% | 26.04%+13.1pp | 25.75%+13.3pp | 478.56%-439.5pp |
| Employer contribution / active EE | $3,043 | $4,207-27.7% | $3,722-18.2% | $4,837-37.1% |
| Participant deferral / active EE | $916 | $5,255-82.6% | $4,653-80.3% | $6,341-85.5% |
| Admin fee / account holder | $1,521 | $7,970-80.9% | $6,752-77.5% | $12,309-87.6% |