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 | $59,543 | $102,966-42.2% | $90,281-34.0% | $152,861-61.0% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 13.51% | 95.16%-81.7pp | 78.10%-64.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $214 | $3,139-93.2% | $2,854-92.5% | $4,762-95.5% |
| Participant deferral / active EE | $433 | $4,281-89.9% | $3,885-88.8% | $5,850-92.6% |
| Admin fee / account holder | $1,901 | $6,171-69.2% | $5,351-64.5% | $11,596-83.6% |