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 | $34,188 | $50,958-32.9% | $74,550-54.1% | $64,186-46.7% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -1.44% | -1.86%+0.4pp | 32.53%-34.0pp | 7.63%-9.1pp |
| Employer contribution / active EE | $6,061 | $1,115+443.5% | $1,961+209.1% | $2,381+154.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $619 | $4,223-85.3% | $5,060-87.8% | $4,888-87.3% |