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 | $86,329 | $64,707+33.4% | $112,228-23.1% | $68,494+26.0% |
| Participation rate | 90.3% | 67.2%+23.2pp | 75.1%+15.3pp | 67.9%+22.4pp |
| Annual return | -13.36% | -11.40%-2.0pp | 27.45%-40.8pp | -7.84%-5.5pp |
| Employer contribution / active EE | $19,911 | $2,746+625.1% | $3,635+447.8% | $2,596+666.9% |
| Participant deferral / active EE | $851 | $3,565-76.1% | $4,728-82.0% | $4,027-78.9% |
| Admin fee / account holder | $1,992 | $5,232-61.9% | $6,410-68.9% | $5,403-63.1% |