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 | $23,079 | $56,199-58.9% | $67,652-65.9% | $59,632-61.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 8.93% | 18505.31%-18496.4pp | 6625.04%-6616.1pp | 2041.28%-2032.4pp |
| Employer contribution / active EE | $264 | $1,614-83.7% | $2,266-88.4% | $2,203-88.0% |
| Participant deferral / active EE | $1,625 | $2,844-42.8% | $3,560-54.3% | $3,192-49.1% |
| Admin fee / account holder | $7,171 | $3,958+81.2% | $4,821+48.8% | $4,297+66.9% |