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 | $225,985 | $198,466+13.9% | $170,442+32.6% | $147,584+53.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.99% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $551 | $6,184-91.1% | $5,433-89.9% | $4,876-88.7% |
| Participant deferral / active EE | $9,228 | $5,629+63.9% | $4,939+86.8% | $5,439+69.7% |
| Admin fee / account holder | $38,758 | $16,852+130.0% | $13,880+179.2% | $10,885+256.1% |