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 | $44,084 | $59,107-25.4% | $86,436-49.0% | $68,494-35.6% |
| Participation rate | 98.8% | 75.2%+23.6pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | 15.48% | -0.23%+15.7pp | 4394.89%-4379.4pp | -7.84%+23.3pp |
| Employer contribution / active EE | $1,163 | $2,519-53.8% | $3,769-69.1% | $2,596-55.2% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,346 | $5,637-76.1% | $6,731-80.0% | $5,403-75.1% |