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 | $21,187 | $77,730-72.7% | $70,164-69.8% | $139,434-84.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.39% | 18.98%-2.6pp | 18.87%-2.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,985 | $4,990-60.2% | $4,287-53.7% | $4,751-58.2% |
| Participant deferral / active EE | $1,668 | $6,448-74.1% | $5,395-69.1% | $6,710-75.1% |
| Admin fee / account holder | $708 | $5,368-86.8% | $4,561-84.5% | $11,403-93.8% |