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 | $43,783 | $65,703-33.4% | $94,224-53.5% | $59,632-26.6% |
| Participation rate | 96.7% | 72.1%+24.5pp | 78.8%+17.9pp | 68.7%+28.0pp |
| Annual return | -0.64% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $4,167 | $2,021+106.2% | $3,587+16.2% | $2,203+89.2% |
| Participant deferral / active EE | $1,236 | $3,143-60.7% | $4,320-71.4% | $3,192-61.3% |
| Admin fee / account holder | $4,915 | $4,264+15.3% | $6,269-21.6% | $4,297+14.4% |