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 | $76,335 | $109,413-30.2% | $156,263-51.1% | $84,808-10.0% |
| Participation rate | 72.4% | 72.7%-0.3pp | 78.9%-6.5pp | 68.3%+4.1pp |
| Annual return | 14.06% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,384 | $2,907-52.4% | $4,333-68.1% | $2,631-47.4% |
| Participant deferral / active EE | $1,902 | $4,590-58.6% | $6,158-69.1% | $4,212-54.8% |
| Admin fee / account holder | $2,710 | $9,357-71.0% | $14,255-81.0% | $7,344-63.1% |