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 8-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 | $160,517 | $140,588+14.2% | $123,104+30.4% | $125,391+28.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.02% | 16.80%-18.8pp | 13.22%-15.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $8,502 | $6,041+40.7% | $5,151+65.0% | $4,866+74.7% |
| Participant deferral / active EE | $1,039 | $6,980-85.1% | $6,230-83.3% | $5,352-80.6% |
| Admin fee / account holder | $1,127 | $11,198-89.9% | $9,015-87.5% | $9,540-88.2% |