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 | $50,611 | $78,705-35.7% | $117,854-57.1% | $70,131-27.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.13% | 23.30%-8.2pp | 335.08%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,928 | $2,223-13.3% | $3,786-49.1% | $2,342-17.7% |
| Participant deferral / active EE | $1,310 | $3,297-60.3% | $4,482-70.8% | $3,332-60.7% |
| Admin fee / account holder | $3,173 | $5,065-37.3% | $8,020-60.4% | $4,645-31.7% |