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 9-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 | $202,842 | $176,056+15.2% | $159,436+27.2% | $167,490+21.1% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 12.20% | 331.75%-319.5pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $548 | $5,297-89.7% | $4,829-88.7% | $4,837-88.7% |
| Participant deferral / active EE | $3,372 | $7,750-56.5% | $7,352-54.1% | $6,341-46.8% |
| Admin fee / account holder | $11,157 | $12,554-11.1% | $10,799+3.3% | $12,309-9.4% |