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 | $58,007 | $132,239-56.1% | $105,722-45.1% | $273,961-78.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.31% | 10.07%-3.8pp | 12.25%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $5,683 | $4,867+16.8% | $4,079+39.3% | $4,869+16.7% |
| Participant deferral / active EE | $776 | $6,233-87.6% | $5,326-85.4% | $5,287-85.3% |
| Admin fee / account holder | $2,607 | $12,032-78.3% | $8,308-68.6% | $10,132-74.3% |