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 | $110,145 | $138,065-20.2% | $123,544-10.8% | $135,375-18.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -5.95% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,450 | $5,151-71.9% | $4,628-68.7% | $4,779-69.7% |
| Participant deferral / active EE | $2,195 | $6,799-67.7% | $6,426-65.8% | $5,609-60.9% |
| Admin fee / account holder | $2,277 | $10,916-79.1% | $9,284-75.5% | $10,827-79.0% |