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 7-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 | $96,841 | $167,484-42.2% | $151,611-36.1% | $134,475-28.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.25% | 7.80%-24.0pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $10,843 | $6,829+58.8% | $6,166+75.9% | $4,740+128.8% |
| Participant deferral / active EE | $2,965 | $8,986-67.0% | $8,363-64.5% | $6,400-53.7% |
| Admin fee / account holder | $1,515 | $13,783-89.0% | $11,616-87.0% | $11,426-86.7% |