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 | $58,322 | $171,865-66.1% | $149,718-61.0% | $147,584-60.5% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 17.86% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $577 | $6,275-90.8% | $5,445-89.4% | $4,876-88.2% |
| Participant deferral / active EE | $4,299 | $7,271-40.9% | $6,569-34.6% | $5,439-21.0% |
| Admin fee / account holder | $2,137 | $13,799-84.5% | $11,283-81.1% | $10,885-80.4% |