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 | $19,210 | $76,000-74.7% | $154,107-87.5% | $64,186-70.1% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,583 | $3,351-22.9% | $5,298-51.2% | $2,381+8.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $568 | $5,596-89.9% | $13,411-95.8% | $4,888-88.4% |