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 | $79,820 | $171,865-53.6% | $149,718-46.7% | $147,584-45.9% |
| Participation rate | 94.7% | 88.2%+6.5pp | 87.1%+7.7pp | 82.8%+11.9pp |
| Annual return | 19.18% | 2113.22%-2094.0pp | 1501.63%-1482.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,210 | $6,275-80.7% | $5,445-77.8% | $4,876-75.2% |
| Participant deferral / active EE | $8,255 | $7,271+13.5% | $6,569+25.7% | $5,439+51.8% |
| Admin fee / account holder | $476 | $13,799-96.6% | $11,283-95.8% | $10,885-95.6% |