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 | $26,132 | $73,787-64.6% | $98,716-73.5% | $82,448-68.3% |
| Participation rate | 72.5% | 61.4%+11.1pp | 69.3%+3.2pp | 68.1%+4.4pp |
| Annual return | 14.10% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $487 | $1,511-67.8% | $2,279-78.6% | $2,551-80.9% |
| Participant deferral / active EE | $725 | $3,081-76.5% | $4,048-82.1% | $4,139-82.5% |
| Admin fee / account holder | $1,151 | $6,500-82.3% | $8,703-86.8% | $7,234-84.1% |