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 9-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 | $60,963 | $63,764-4.4% | $81,930-25.6% | $79,858-23.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 22.51% | 22.66%-0.2pp | 29.49%-7.0pp | 31.71%-9.2pp |
| Employer contribution / active EE | $552 | $1,795-69.2% | $4,310-87.2% | $2,471-77.6% |
| Participant deferral / active EE | $984 | $2,780-64.6% | $7,107-86.2% | $3,740-73.7% |
| Admin fee / account holder | $2,020 | $4,426-54.4% | $5,158-60.8% | $5,306-61.9% |