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 | $227,577 | $209,411+8.7% | $178,490+27.5% | $158,922+43.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.12% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $157 | $5,706-97.3% | $5,011-96.9% | $4,761-96.7% |
| Participant deferral / active EE | $5,540 | $5,954-7.0% | $5,202+6.5% | $5,982-7.4% |
| Admin fee / account holder | $10,136 | $17,074-40.6% | $13,984-27.5% | $11,246-9.9% |