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 | $52,169 | $113,935-54.2% | $94,224-44.6% | $125,391-58.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.10% | 5.29%-5.4pp | 10.68%-10.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,020 | $4,727-78.4% | $3,587-71.6% | $4,866-79.0% |
| Participant deferral / active EE | $1,020 | $5,179-80.3% | $4,320-76.4% | $5,352-80.9% |
| Admin fee / account holder | $350 | $8,391-95.8% | $6,269-94.4% | $9,540-96.3% |