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 | $41,033 | $94,529-56.6% | $140,016-70.7% | $64,186-36.1% |
| Participation rate | 89.5% | 84.1%+5.4pp | 87.5%+2.0pp | 69.6%+19.9pp |
| Annual return | -3.53% | 7.77%-11.3pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,793 | $3,812-53.0% | $5,606-68.0% | $2,381-24.7% |
| Participant deferral / active EE | $1,985 | $5,250-62.2% | $6,927-71.3% | $3,470-42.8% |
| Admin fee / account holder | $2,327 | $6,741-65.5% | $10,705-78.3% | $4,888-52.4% |