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 | $61,519 | $104,907-41.4% | $84,611-27.3% | $152,861-59.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 35.05% | 373.79%-338.7pp | 258.74%-223.7pp | 345.32%-310.3pp |
| Employer contribution / active EE | $220 | $3,302-93.3% | $2,652-91.7% | $4,762-95.4% |
| Participant deferral / active EE | $3,956 | $4,688-15.6% | $3,899+1.5% | $5,850-32.4% |
| Admin fee / account holder | $1,726 | $6,241-72.3% | $4,912-64.9% | $11,596-85.1% |