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 | $45,968 | $201,272-77.2% | $184,203-75.0% | $145,922-68.5% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 15.40% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,128 | $7,022-69.7% | $6,427-66.9% | $4,660-54.3% |
| Participant deferral / active EE | $2,560 | $9,806-73.9% | $9,131-72.0% | $6,688-61.7% |
| Admin fee / account holder | $754 | $16,364-95.4% | $13,901-94.6% | $13,397-94.4% |