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 | $117,890 | $138,044-14.6% | $125,339-5.9% | $134,475-12.3% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -11.20% | 750.33%-761.5pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $278 | $5,243-94.7% | $4,814-94.2% | $4,740-94.1% |
| Participant deferral / active EE | $5,559 | $7,799-28.7% | $7,446-25.3% | $6,400-13.1% |
| Admin fee / account holder | $1,360 | $11,571-88.2% | $10,010-86.4% | $11,426-88.1% |