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 | $133,983 | $144,119-7.0% | $117,854+13.7% | $147,584-9.2% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 20.61% | 531.15%-510.5pp | 335.08%-314.5pp | 578.55%-557.9pp |
| Employer contribution / active EE | $669 | $4,896-86.3% | $3,786-82.3% | $4,876-86.3% |
| Participant deferral / active EE | $3,260 | $5,316-38.7% | $4,482-27.3% | $5,439-40.1% |
| Admin fee / account holder | $1,754 | $10,886-83.9% | $8,020-78.1% | $10,885-83.9% |