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 | $127,569 | $111,724+14.2% | $93,606+36.3% | $145,922-12.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 19.47% | 202.98%-183.5pp | 133.20%-113.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $4,152 | $3,090+34.4% | $2,420+71.6% | $4,660-10.9% |
| Participant deferral / active EE | $970 | $4,912-80.2% | $4,411-78.0% | $6,688-85.5% |
| Admin fee / account holder | $1,229 | $10,250-88.0% | $8,285-85.2% | $13,397-90.8% |