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 | $19,554 | $96,557-79.7% | $80,975-75.9% | $273,961-92.9% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 7.43% | 15.14%-7.7pp | 17.10%-9.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $571 | $4,868-88.3% | $3,714-84.6% | $4,869-88.3% |
| Participant deferral / active EE | $821 | $6,598-87.6% | $5,696-85.6% | $5,287-84.5% |
| Admin fee / account holder | $389 | $7,492-94.8% | $5,516-92.9% | $10,132-96.2% |