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 | $25,386 | $105,998-76.1% | $92,233-72.5% | $147,584-82.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.71% | 50.05%-28.3pp | 176.28%-154.6pp | 578.55%-556.8pp |
| Employer contribution / active EE | $307 | $4,333-92.9% | $3,679-91.7% | $4,876-93.7% |
| Participant deferral / active EE | $7,661 | $4,478+71.1% | $3,897+96.6% | $5,439+40.9% |
| Admin fee / account holder | $1,484 | $6,332-76.6% | $5,194-71.4% | $10,885-86.4% |