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 | $45,755 | $55,706-17.9% | $75,886-39.7% | $72,985-37.3% |
| Participation rate | 77.1% | 61.1%+16.0pp | 69.3%+7.9pp | 69.5%+7.7pp |
| Annual return | 20.91% | 27.59%-6.7pp | 30.76%-9.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,127 | $1,687+144.7% | $2,500+65.0% | $2,440+69.1% |
| Participant deferral / active EE | $847 | $2,634-67.9% | $3,603-76.5% | $3,607-76.5% |
| Admin fee / account holder | $2,628 | $3,978-33.9% | $5,418-51.5% | $5,124-48.7% |