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 | $98,933 | $180,449-45.2% | $154,107-35.8% | $135,375-26.9% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -1.33% | 888.09%-889.4pp | 735.12%-736.4pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,164 | $6,035-80.7% | $5,298-78.0% | $4,779-75.6% |
| Participant deferral / active EE | $3,833 | $5,806-34.0% | $5,081-24.6% | $5,609-31.7% |
| Admin fee / account holder | $1,687 | $16,143-89.6% | $13,411-87.4% | $10,827-84.4% |