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 | $25,851 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -8.33% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,371 | $4,222-67.5% | $3,631-62.2% | $4,779-71.3% |
| Participant deferral / active EE | $919 | $4,682-80.4% | $4,082-77.5% | $5,609-83.6% |
| Admin fee / account holder | $3,308 | $6,674-50.4% | $5,478-39.6% | $10,827-69.4% |