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 | $116,003 | $157,256-26.2% | $141,162-17.8% | $152,861-24.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 21.06% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $301 | $5,261-94.3% | $4,735-93.6% | $4,762-93.7% |
| Participant deferral / active EE | $4,056 | $7,109-43.0% | $6,709-39.5% | $5,850-30.7% |
| Admin fee / account holder | $2,308 | $12,120-81.0% | $10,261-77.5% | $11,596-80.1% |