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 | $53,260 | $78,422-32.1% | $95,952-44.5% | $79,858-33.3% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 12.20% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,487 | $1,945+130.7% | $2,541+76.6% | $2,471+81.6% |
| Participant deferral / active EE | $560 | $3,440-83.7% | $4,167-86.6% | $3,740-85.0% |
| Admin fee / account holder | $4,752 | $5,622-15.5% | $6,795-30.1% | $5,306-10.4% |