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 | $31,376 | $109,881-71.4% | $150,045-79.1% | $84,808-63.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.56% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,906 | $3,561-46.5% | $4,693-59.4% | $2,631-27.6% |
| Participant deferral / active EE | $1,377 | $6,636-79.2% | $7,997-82.8% | $4,212-67.3% |
| Admin fee / account holder | $307 | $8,568-96.4% | $13,435-97.7% | $7,344-95.8% |