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 | $111,709 | $157,256-29.0% | $141,162-20.9% | $152,861-26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.36% | 64.32%-46.0pp | 71.39%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $206 | $5,261-96.1% | $4,735-95.6% | $4,762-95.7% |
| Participant deferral / active EE | $9,010 | $7,109+26.7% | $6,709+34.3% | $5,850+54.0% |
| Admin fee / account holder | $9,907 | $12,120-18.3% | $10,261-3.5% | $11,596-14.6% |