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 | $33,137 | $154,117-78.5% | $129,995-74.5% | $139,434-76.2% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.0pp |
| Annual return | 15.65% | 32.48%-16.8pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $380 | $5,289-92.8% | $4,320-91.2% | $4,751-92.0% |
| Participant deferral / active EE | $2,927 | $6,710-56.4% | $5,820-49.7% | $6,710-56.4% |
| Admin fee / account holder | $946 | $14,007-93.2% | $10,614-91.1% | $11,403-91.7% |