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 | $38,696 | $105,859-63.4% | $90,160-57.1% | $147,584-73.8% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 14.34% | 37.63%-23.3pp | 34.88%-20.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $642 | $4,126-84.5% | $3,318-80.7% | $4,876-86.8% |
| Participant deferral / active EE | $1,588 | $5,733-72.3% | $5,288-70.0% | $5,439-70.8% |
| Admin fee / account holder | $441 | $8,046-94.5% | $5,943-92.6% | $10,885-95.9% |