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 | $148,614 | $102,604+44.8% | $86,188+72.4% | $139,434+6.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.93% | 1922.51%-1910.6pp | 1168.45%-1156.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $500 | $3,032-83.5% | $2,380-79.0% | $4,751-89.5% |
| Participant deferral / active EE | $11,305 | $4,676+141.8% | $3,985+183.7% | $6,710+68.5% |
| Admin fee / account holder | $793 | $8,657-90.8% | $6,852-88.4% | $11,403-93.0% |