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 | $92,819 | $110,094-15.7% | $151,611-38.8% | $68,494+35.5% |
| Participation rate | 84.1% | 84.0%+0.1pp | 87.5%-3.4pp | 67.9%+16.2pp |
| Annual return | -12.85% | -10.12%-2.7pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,627 | $4,471-63.6% | $6,166-73.6% | $2,596-37.4% |
| Participant deferral / active EE | $2,626 | $6,527-59.8% | $8,363-68.6% | $4,027-34.8% |
| Admin fee / account holder | $2,648 | $7,719-65.7% | $11,616-77.2% | $5,403-51.0% |