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.
Employer 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 | $137,949 | $108,642+27.0% | $74,701+84.7% | $152,861-9.8% |
| Participation rate | 81.3% | 65.3%+15.9pp | 54.5%+26.8pp | 82.4%-1.2pp |
| Annual return | 4.19% | 114.06%-109.9pp | 752.92%-748.7pp | 345.32%-341.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,000 | $2,712-63.1% | $1,964-49.1% | $5,850-82.9% |
| Admin fee / account holder | $66,137 | $4,902+1249.1% | $3,333+1884.3% | $11,596+470.3% |