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 | $24,658 | $99,079-75.1% | $77,999-68.4% | $273,961-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.19% | 217.93%-208.7pp | 425.96%-416.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,655 | $3,308-50.0% | $2,470-33.0% | $4,869-66.0% |
| Participant deferral / active EE | $876 | $4,306-79.7% | $3,497-74.9% | $5,287-83.4% |
| Admin fee / account holder | $3,652 | $8,954-59.2% | $5,480-33.4% | $10,132-64.0% |