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 | $24,829 | $62,586-60.3% | $76,768-67.7% | $64,186-61.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | 10.17% | -1.95%+12.1pp | 2.43%+7.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $3,215 | $1,832+75.5% | $2,485+29.4% | $2,381+35.0% |
| Participant deferral / active EE | $1,406 | $3,145-55.3% | $3,852-63.5% | $3,470-59.5% |
| Admin fee / account holder | $1,289 | $4,667-72.4% | $6,675-80.7% | $4,888-73.6% |