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 | $96,677 | $138,065-30.0% | $123,544-21.7% | $135,375-28.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 9.13% | 153.68%-144.6pp | 119.20%-110.1pp | 519.73%-510.6pp |
| Employer contribution / active EE | $475 | $5,151-90.8% | $4,628-89.7% | $4,779-90.1% |
| Participant deferral / active EE | $5,254 | $6,799-22.7% | $6,426-18.2% | $5,609-6.3% |
| Admin fee / account holder | $16,235 | $10,916+48.7% | $9,284+74.9% | $10,827+49.9% |