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 | $30,398 | $135,952-77.6% | $123,892-75.5% | $273,961-88.9% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.19% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $956 | $5,170-81.5% | $4,617-79.3% | $4,869-80.4% |
| Participant deferral / active EE | $1,714 | $6,343-73.0% | $5,984-71.4% | $5,287-67.6% |
| Admin fee / account holder | $1,203 | $9,817-87.7% | $8,357-85.6% | $10,132-88.1% |