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 | $207,544 | $85,766+142.0% | $136,294+52.3% | $70,131+195.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.60% | 31.45%-12.9pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $385 | $2,966-87.0% | $4,695-91.8% | $2,342-83.6% |
| Participant deferral / active EE | $4,643 | $5,051-8.1% | $6,247-25.7% | $3,332+39.4% |
| Admin fee / account holder | $20,129 | $5,420+271.3% | $9,243+117.8% | $4,645+333.3% |