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 | $83,959 | $202,318-58.5% | $172,739-51.4% | $152,861-45.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 27.32% | 1029.65%-1002.3pp | 802.84%-775.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $807 | $5,856-86.2% | $5,143-84.3% | $4,762-83.1% |
| Participant deferral / active EE | $2,189 | $5,948-63.2% | $5,198-57.9% | $5,850-62.6% |
| Admin fee / account holder | $740 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |