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 8-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 | $24,208 | $157,256-84.6% | $141,162-82.9% | $152,861-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 38.99% | 64.32%-25.3pp | 71.39%-32.4pp | 345.32%-306.3pp |
| Employer contribution / active EE | $866 | $5,261-83.5% | $4,735-81.7% | $4,762-81.8% |
| Participant deferral / active EE | $14,421 | $7,109+102.8% | $6,709+114.9% | $5,850+146.5% |
| Admin fee / account holder | $374 | $12,120-96.9% | $10,261-96.4% | $11,596-96.8% |