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 | $89,479 | $126,574-29.3% | $106,213-15.8% | $145,922-38.7% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 14.27% | 224.79%-210.5pp | 116.14%-101.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $325 | $3,730-91.3% | $3,171-89.7% | $4,660-93.0% |
| Participant deferral / active EE | $2,041 | $5,724-64.3% | $5,016-59.3% | $6,688-69.5% |
| Admin fee / account holder | $4,255 | $17,304-75.4% | $11,033-61.4% | $13,397-68.2% |