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 | $51,719 | $144,119-64.1% | $117,854-56.1% | $147,584-65.0% |
| Participation rate | 82.6% | 83.4%-0.8pp | 79.7%+2.9pp | 82.8%-0.2pp |
| Annual return | 16.28% | 531.15%-514.9pp | 335.08%-318.8pp | 578.55%-562.3pp |
| Employer contribution / active EE | $868 | $4,896-82.3% | $3,786-77.1% | $4,876-82.2% |
| Participant deferral / active EE | $2,831 | $5,316-46.7% | $4,482-36.8% | $5,439-48.0% |
| Admin fee / account holder | $1,760 | $10,886-83.8% | $8,020-78.1% | $10,885-83.8% |