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 | $83,202 | $129,942-36.0% | $104,294-20.2% | $134,475-38.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.00% | 42.03%-57.0pp | 24.61%-39.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,632 | $4,184+34.6% | $3,372+67.0% | $4,740+18.8% |
| Participant deferral / active EE | $420 | $5,588-92.5% | $4,625-90.9% | $6,400-93.4% |
| Admin fee / account holder | $8,623 | $9,323-7.5% | $7,339+17.5% | $11,426-24.5% |