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 | $124,065 | $150,187-17.4% | $120,354+3.1% | $145,922-15.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.20% | 154.07%-131.9pp | 107.15%-84.9pp | 561.29%-539.1pp |
| Employer contribution / active EE | $8,444 | $4,348+94.2% | $3,463+143.9% | $4,660+81.2% |
| Participant deferral / active EE | $894 | $6,173-85.5% | $4,991-82.1% | $6,688-86.6% |
| Admin fee / account holder | $3,851 | $12,207-68.5% | $9,423-59.1% | $13,397-71.3% |