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 | $71,301 | $201,272-64.6% | $184,203-61.3% | $145,922-51.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.89% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,142 | $7,022-69.5% | $6,427-66.7% | $4,660-54.0% |
| Participant deferral / active EE | $2,773 | $9,806-71.7% | $9,131-69.6% | $6,688-58.5% |
| Admin fee / account holder | $2,424 | $16,364-85.2% | $13,901-82.6% | $13,397-81.9% |