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 | $56,065 | $91,552-38.8% | $133,956-58.1% | $79,858-29.8% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | 13.51% | 61.85%-48.3pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,778 | $2,384+16.5% | $3,919-29.1% | $2,471+12.4% |
| Participant deferral / active EE | $1,479 | $3,733-60.4% | $5,048-70.7% | $3,740-60.5% |
| Admin fee / account holder | $9,179 | $6,321+45.2% | $8,927+2.8% | $5,306+73.0% |