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 | $29,368 | $102,317-71.3% | $146,958-80.0% | $80,856-63.7% |
| Participation rate | 71.7% | 75.8%-4.1pp | 82.2%-10.5pp | 67.6%+4.1pp |
| Annual return | 12.96% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,276 | $3,713-65.6% | $4,933-74.1% | $2,755-53.7% |
| Participant deferral / active EE | $2,189 | $6,644-67.1% | $8,070-72.9% | $4,296-49.0% |
| Admin fee / account holder | $1,003 | $7,941-87.4% | $12,998-92.3% | $6,918-85.5% |