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 | $60,263 | $73,515-18.0% | $62,995-4.3% | $147,584-59.2% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.8%+15.7pp | 82.8%+7.6pp |
| Annual return | 9.33% | 175.43%-166.1pp | 87.57%-78.2pp | 578.55%-569.2pp |
| Employer contribution / active EE | -$2 | $3,320-100.1% | $2,759-100.1% | $4,876-100.0% |
| Participant deferral / active EE | $5,445 | $4,185+30.1% | $3,329+63.5% | $5,439+0.1% |
| Admin fee / account holder | $353 | $5,953-94.1% | $3,600-90.2% | $10,885-96.8% |