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 | $33,447 | $104,907-68.1% | $84,611-60.5% | $152,861-78.1% |
| Participation rate | 95.5% | 74.8%+20.6pp | 68.2%+27.2pp | 82.4%+13.0pp |
| Annual return | 23.79% | 373.79%-350.0pp | 258.74%-235.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,052 | $4,688-34.9% | $3,899-21.7% | $5,850-47.8% |
| Admin fee / account holder | $466 | $6,241-92.5% | $4,912-90.5% | $11,596-96.0% |