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 | $41,355 | $56,199-26.4% | $67,652-38.9% | $59,632-30.6% |
| Participation rate | 84.8% | 71.5%+13.3pp | 75.7%+9.1pp | 68.7%+16.1pp |
| Annual return | 2.68% | 18505.31%-18502.6pp | 6625.04%-6622.4pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,394 | $2,844+195.2% | $3,560+135.8% | $3,192+163.0% |
| Admin fee / account holder | $20,485 | $3,958+417.5% | $4,821+324.9% | $4,297+376.7% |