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 | $40,693 | $102,616-60.3% | $81,983-50.4% | $158,922-74.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.73% | 61.04%-49.3pp | 41.31%-29.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,397 | $3,240-26.0% | $2,498-4.0% | $4,761-49.7% |
| Participant deferral / active EE | $650 | $4,648-86.0% | $3,722-82.5% | $5,982-89.1% |
| Admin fee / account holder | $3,145 | $8,235-61.8% | $5,664-44.5% | $11,246-72.0% |