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 | $53,599 | $65,041-17.6% | $90,951-41.1% | $79,858-32.9% |
| Participation rate | 83.8% | 61.6%+22.2pp | 69.0%+14.8pp | 69.6%+14.2pp |
| Annual return | 21.83% | 30.45%-8.6pp | 134.60%-112.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $166 | $1,247-86.7% | $2,122-92.2% | $2,471-93.3% |
| Participant deferral / active EE | $1,843 | $2,512-26.6% | $3,373-45.4% | $3,740-50.7% |
| Admin fee / account holder | $1,367 | $4,536-69.9% | $5,959-77.1% | $5,306-74.2% |