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 | $51,622 | $82,664-37.6% | $125,339-58.8% | $68,494-24.6% |
| Participation rate | 81.4% | 75.0%+6.4pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -16.52% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $715 | $3,381-78.9% | $4,814-85.2% | $2,596-72.5% |
| Participant deferral / active EE | $1,541 | $6,110-74.8% | $7,446-79.3% | $4,027-61.7% |
| Admin fee / account holder | $2,113 | $6,275-66.3% | $10,010-78.9% | $5,403-60.9% |