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 | $59,397 | $165,584-64.1% | $142,942-58.4% | $137,256-56.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 76.8%+3.2pp | 80.0%0pp |
| Annual return | 17.13% | 164.22%-147.1pp | 113.70%-96.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,890 | $8,194-52.5% | $7,128-45.4% | $6,407-39.3% |
| Admin fee / account holder | $5,816 | $16,167-64.0% | $12,475-53.4% | $12,270-52.6% |