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 | $73,907 | $105,860-30.2% | $90,749-18.6% | $134,475-45.0% |
| Participation rate | 86.4% | 78.2%+8.1pp | 75.7%+10.7pp | 81.2%+5.1pp |
| Annual return | -16.52% | -11.01%-5.5pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $7,701 | $3,462+122.4% | $2,921+163.7% | $4,740+62.5% |
| Participant deferral / active EE | $1,251 | $5,216-76.0% | $4,564-72.6% | $6,400-80.4% |
| Admin fee / account holder | $2,349 | $13,938-83.1% | $8,445-72.2% | $11,426-79.4% |