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 | $25,121 | $53,127-52.7% | $86,590-71.0% | $70,131-64.2% |
| Participation rate | 77.2% | 65.3%+11.9pp | 73.5%+3.6pp | 69.5%+7.7pp |
| Annual return | 13.36% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,763 | $2,068+81.9% | $2,839+32.5% | $2,342+60.6% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $325 | $3,585-90.9% | $4,906-93.4% | $4,645-93.0% |