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 | $22,122 | $95,416-76.8% | $185,823-88.1% | $85,850-74.2% |
| Participation rate | 85.4% | 68.8%+16.7pp | 81.7%+3.7pp | 69.3%+16.1pp |
| Annual return | 14.63% | 23.59%-9.0pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,486 | $3,314-25.0% | $5,167-51.9% | $2,565-3.1% |
| Participant deferral / active EE | $693 | $3,423-79.7% | $5,568-87.5% | $3,952-82.5% |
| Admin fee / account holder | $906 | $7,213-87.4% | $16,237-94.4% | $6,260-85.5% |