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 | $96,230 | $209,411-54.0% | $178,490-46.1% | $158,922-39.4% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 14.76% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $939 | $5,706-83.6% | $5,011-81.3% | $4,761-80.3% |
| Participant deferral / active EE | $2,111 | $5,954-64.5% | $5,202-59.4% | $5,982-64.7% |
| Admin fee / account holder | $8,914 | $17,074-47.8% | $13,984-36.3% | $11,246-20.7% |