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 | $67,295 | $177,572-62.1% | $154,803-56.5% | $142,382-52.7% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 15.82% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,841 | $4,810-41.0% | $4,305-34.0% | $4,299-33.9% |
| Participant deferral / active EE | $1,597 | $6,272-74.5% | $5,540-71.2% | $6,507-75.5% |
| Admin fee / account holder | $3,851 | $16,786-77.1% | $14,329-73.1% | $12,624-69.5% |