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 | $124,708 | $104,907+18.9% | $84,611+47.4% | $152,861-18.4% |
| Participation rate | 87.0% | 74.8%+12.1pp | 68.2%+18.7pp | 82.4%+4.5pp |
| Annual return | 23.47% | 373.79%-350.3pp | 258.74%-235.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,231 | $4,688+139.6% | $3,899+188.1% | $5,850+92.0% |
| Admin fee / account holder | $634 | $6,241-89.8% | $4,912-87.1% | $11,596-94.5% |