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 | $77,247 | $155,788-50.4% | $124,672-38.0% | $167,490-53.9% |
| Participation rate | 87.0% | 81.1%+5.9pp | 74.6%+12.3pp | 82.1%+4.9pp |
| Annual return | 22.99% | 17.97%+5.0pp | 5142.93%-5119.9pp | 478.56%-455.6pp |
| Employer contribution / active EE | $300 | $4,163-92.8% | $3,324-91.0% | $4,837-93.8% |
| Participant deferral / active EE | $1,640 | $5,673-71.1% | $4,614-64.5% | $6,341-74.1% |
| Admin fee / account holder | $1,221 | $9,531-87.2% | $7,493-83.7% | $12,309-90.1% |