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 | $69,611 | $93,346-25.4% | $71,796-3.0% | $273,961-74.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.34% | 130.39%-124.0pp | 78.04%-71.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $963 | $2,733-64.8% | $1,924-50.0% | $4,869-80.2% |
| Participant deferral / active EE | $265 | $3,475-92.4% | $2,794-90.5% | $5,287-95.0% |
| Admin fee / account holder | $4,047 | $6,571-38.4% | $4,815-16.0% | $10,132-60.1% |