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 | $51,457 | $102,604-49.8% | $86,188-40.3% | $139,434-63.1% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 15.97% | 1922.51%-1906.5pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $522 | $3,032-82.8% | $2,380-78.1% | $4,751-89.0% |
| Participant deferral / active EE | $1,422 | $4,676-69.6% | $3,985-64.3% | $6,710-78.8% |
| Admin fee / account holder | $3,017 | $8,657-65.1% | $6,852-56.0% | $11,403-73.5% |