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 | $29,785 | $72,277-58.8% | $101,248-70.6% | $79,858-62.7% |
| Participation rate | 88.6% | 68.5%+20.1pp | 75.8%+12.8pp | 69.6%+18.9pp |
| Annual return | 20.05% | 22.30%-2.2pp | 46.47%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,469 | $2,692-45.4% | $3,660-59.9% | $2,471-40.5% |
| Participant deferral / active EE | $660 | $3,282-79.9% | $4,370-84.9% | $3,740-82.4% |
| Admin fee / account holder | $1,149 | $4,400-73.9% | $5,945-80.7% | $5,306-78.4% |