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 6-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 | $34,548 | $91,190-62.1% | $178,490-80.6% | $79,858-56.7% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.5pp | 69.6%+3.8pp |
| Annual return | 15.48% | 24.19%-8.7pp | 151.07%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $666 | $3,256-79.5% | $5,011-86.7% | $2,471-73.0% |
| Participant deferral / active EE | $824 | $3,236-74.5% | $5,202-84.2% | $3,740-78.0% |
| Admin fee / account holder | $2,901 | $6,751-57.0% | $13,984-79.3% | $5,306-45.3% |