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 | $95,535 | $83,902+13.9% | $167,512-43.0% | $84,808+12.6% |
| Participation rate | 87.9% | 66.5%+21.4pp | 77.1%+10.8pp | 68.3%+19.6pp |
| Annual return | 14.90% | 91.55%-76.7pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,164 | $4,442+38.7% | $6,405-3.8% | $4,212+46.4% |
| Admin fee / account holder | $1,739 | $7,915-78.0% | $9,769-82.2% | $7,344-76.3% |