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 | $50,156 | $108,172-53.6% | $77,482-35.3% | $158,922-68.4% |
| Participation rate | 84.6% | 64.4%+20.2pp | 54.2%+30.4pp | 82.0%+2.7pp |
| Annual return | 18.58% | 31.67%-13.1pp | 54.79%-36.2pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,308 | $1,325+74.2% | $986+133.9% | $4,761-51.5% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $695 | $3,708-81.3% | $2,858-75.7% | $11,246-93.8% |