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 | $95,672 | $107,334-10.9% | $92,893+3.0% | $152,861-37.4% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 12.94% | 145.58%-132.6pp | 109.41%-96.5pp | 345.32%-332.4pp |
| Employer contribution / active EE | $415 | $4,221-90.2% | $3,653-88.6% | $4,762-91.3% |
| Participant deferral / active EE | $3,266 | $4,845-32.6% | $4,236-22.9% | $5,850-44.2% |
| Admin fee / account holder | $1,104 | $7,079-84.4% | $5,794-81.0% | $11,596-90.5% |