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 | $115,024 | $127,386-9.7% | $115,0370% | $125,391-8.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $864 | $5,166-83.3% | $4,608-81.2% | $4,866-82.2% |
| Participant deferral / active EE | $1,730 | $6,423-73.1% | $6,026-71.3% | $5,352-67.7% |
| Admin fee / account holder | $16,887 | $9,516+77.5% | $8,175+106.6% | $9,540+77.0% |