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 | $45,057 | $48,046-6.2% | $84,611-46.7% | $72,985-38.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 23.81% | 37.38%-13.6pp | 258.74%-234.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $159 | $1,602-90.1% | $2,652-94.0% | $2,440-93.5% |
| Participant deferral / active EE | $1,732 | $2,680-35.4% | $3,899-55.6% | $3,607-52.0% |
| Admin fee / account holder | $2,315 | $3,395-31.8% | $4,912-52.9% | $5,124-54.8% |