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 | $179,397 | $148,534+20.8% | $135,903+32.0% | $139,434+28.7% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 17.89% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $111 | $5,243-97.9% | $4,856-97.7% | $4,751-97.7% |
| Participant deferral / active EE | $11,497 | $8,100+41.9% | $7,758+48.2% | $6,710+71.3% |
| Admin fee / account holder | $3,076 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |