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 | $46,602 | $72,492-35.7% | $87,100-46.5% | $72,985-36.1% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 16.72% | 24.46%-7.7pp | 28.19%-11.5pp | 81.00%-64.3pp |
| Employer contribution / active EE | $2,016 | $1,894+6.5% | $2,521-20.0% | $2,440-17.4% |
| Participant deferral / active EE | $1,404 | $3,270-57.1% | $4,049-65.3% | $3,607-61.1% |
| Admin fee / account holder | $3,510 | $5,055-30.6% | $7,497-53.2% | $5,124-31.5% |