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 3-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 | $6,321 | $100,773-93.7% | $88,946-92.9% | $142,382-95.6% |
| Participation rate | 73.7% | 74.3%-0.6pp | 68.8%+4.8pp | 80.1%-6.4pp |
| Annual return | 12.53% | 70.18%-57.6pp | 57.82%-45.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $429 | $2,918-85.3% | $2,555-83.2% | $4,299-90.0% |
| Participant deferral / active EE | $773 | $5,230-85.2% | $4,581-83.1% | $6,507-88.1% |
| Admin fee / account holder | $1,207 | $9,693-87.6% | $8,261-85.4% | $12,624-90.4% |