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 | $28,373 | $78,422-63.8% | $95,952-70.4% | $79,858-64.5% |
| Participation rate | 72.0% | 73.5%-1.4pp | 77.1%-5.0pp | 69.6%+2.4pp |
| Annual return | 10.17% | 19.37%-9.2pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $262 | $1,945-86.5% | $2,541-89.7% | $2,471-89.4% |
| Participant deferral / active EE | $1,604 | $3,440-53.4% | $4,167-61.5% | $3,740-57.1% |
| Admin fee / account holder | $3,132 | $5,622-44.3% | $6,795-53.9% | $5,306-41.0% |