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 | $26,966 | $105,181-74.4% | $159,436-83.1% | $85,850-68.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 14.43% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,276 | $3,318+28.9% | $4,829-11.5% | $2,565+66.7% |
| Participant deferral / active EE | $2,484 | $5,945-58.2% | $7,352-66.2% | $3,952-37.1% |
| Admin fee / account holder | $1,952 | $6,933-71.8% | $10,799-81.9% | $6,260-68.8% |