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 | $241,373 | $127,065+90.0% | $113,168+113.3% | $142,382+69.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 18.50% | 24.03%-5.5pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,613 | $3,442-53.2% | $2,975-45.8% | $4,299-62.5% |
| Participant deferral / active EE | $685 | $5,716-88.0% | $5,107-86.6% | $6,507-89.5% |
| Admin fee / account holder | $1,089 | $15,736-93.1% | $12,068-91.0% | $12,624-91.4% |