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 8-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 | $30,729 | $154,117-80.1% | $129,995-76.4% | $139,434-78.0% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 18.21% | 32.48%-14.3pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,453 | $5,289-72.5% | $4,320-66.4% | $4,751-69.4% |
| Participant deferral / active EE | $1,928 | $6,710-71.3% | $5,820-66.9% | $6,710-71.3% |
| Admin fee / account holder | $1,176 | $14,007-91.6% | $10,614-88.9% | $11,403-89.7% |