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 6-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 | $100,900 | $68,719+46.8% | $91,541+10.2% | $84,808+19.0% |
| Participation rate | 92.9% | 64.5%+28.4pp | 69.8%+23.1pp | 68.3%+24.5pp |
| Annual return | 22.92% | 19.12%+3.8pp | 20.50%+2.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $5,912 | $1,920+208.0% | $2,505+136.1% | $2,631+124.7% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $951 | $5,786-83.6% | $6,956-86.3% | $7,344-87.0% |