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 | $180,484 | $54,726+229.8% | $68,793+162.4% | $64,186+181.2% |
| Participation rate | 97.0% | 68.0%+28.9pp | 72.2%+24.7pp | 69.6%+27.4pp |
| Annual return | -3.40% | -1.62%-1.8pp | -4.63%+1.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,869 | $1,846+163.7% | $2,625+85.5% | $2,381+104.5% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,720 | $4,027+315.2% | $5,131+225.9% | $4,888+242.1% |