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 | $48,477 | $150,440-67.8% | $136,294-64.4% | $147,584-67.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 16.52% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $222 | $5,256-95.8% | $4,695-95.3% | $4,876-95.5% |
| Participant deferral / active EE | $2,218 | $6,630-66.5% | $6,247-64.5% | $5,439-59.2% |
| Admin fee / account holder | $2,409 | $10,905-77.9% | $9,243-73.9% | $10,885-77.9% |