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 | $63,181 | $202,318-68.8% | $172,739-63.4% | $152,861-58.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.35% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $986 | $5,856-83.2% | $5,143-80.8% | $4,762-79.3% |
| Participant deferral / active EE | $3,628 | $5,948-39.0% | $5,198-30.2% | $5,850-38.0% |
| Admin fee / account holder | $4,849 | $17,109-71.7% | $13,954-65.3% | $11,596-58.2% |