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 | $118,112 | $214,378-44.9% | $200,582-41.1% | $142,382-17.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.68% | 46.41%-33.7pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,649 | $6,841-75.9% | $6,419-74.3% | $4,299-61.7% |
| Participant deferral / active EE | $1,660 | $9,865-83.2% | $9,331-82.2% | $6,507-74.5% |
| Admin fee / account holder | $5,072 | $17,692-71.3% | $16,305-68.9% | $12,624-59.8% |