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 | $33,435 | $93,170-64.1% | $100,534-66.7% | $84,808-60.6% |
| Participation rate | 94.7% | 75.8%+18.9pp | 80.6%+14.1pp | 68.3%+26.4pp |
| Annual return | 15.40% | 47.13%-31.7pp | 32.66%-17.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,817 | $3,985-54.4% | $4,346-58.2% | $2,631-31.0% |
| Participant deferral / active EE | $1,612 | $5,699-71.7% | $6,144-73.8% | $4,212-61.7% |
| Admin fee / account holder | $3,129 | $7,382-57.6% | $7,654-59.1% | $7,344-57.4% |