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 9-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 | $36,286 | $68,346-46.9% | $94,646-61.7% | $75,163-51.7% |
| Participation rate | 78.9% | 76.1%+2.8pp | 80.8%-2.0pp | 67.2%+11.7pp |
| Annual return | 18.32% | 616.93%-598.6pp | 156.71%-138.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,843 | $2,701-31.8% | $3,672-49.8% | $2,670-31.0% |
| Participant deferral / active EE | $2,580 | $6,537-60.5% | $7,418-65.2% | $4,125-37.5% |
| Admin fee / account holder | $930 | $5,326-82.5% | $7,231-87.1% | $5,651-83.5% |