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 | $20,776 | $64,707-67.9% | $112,228-81.5% | $68,494-69.7% |
| Participation rate | 77.4% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.5pp |
| Annual return | -9.48% | -11.40%+1.9pp | 27.45%-36.9pp | -7.84%-1.6pp |
| Employer contribution / active EE | $8,586 | $2,746+212.7% | $3,635+136.2% | $2,596+230.7% |
| Participant deferral / active EE | $554 | $3,565-84.5% | $4,728-88.3% | $4,027-86.2% |
| Admin fee / account holder | $3,401 | $5,232-35.0% | $6,410-46.9% | $5,403-37.1% |