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 | $106,981 | $135,635-21.1% | $110,238-3.0% | $135,375-21.0% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -4.31% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,455 | $4,906-70.4% | $3,826-62.0% | $4,779-69.6% |
| Participant deferral / active EE | $825 | $5,506-85.0% | $4,672-82.3% | $5,609-85.3% |
| Admin fee / account holder | $399 | $11,457-96.5% | $8,547-95.3% | $10,827-96.3% |