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 | $179,515 | $198,466-9.5% | $170,442+5.3% | $147,584+21.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.11% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,295 | $6,184-79.1% | $5,433-76.2% | $4,876-73.5% |
| Participant deferral / active EE | $7,591 | $5,629+34.8% | $4,939+53.7% | $5,439+39.6% |
| Admin fee / account holder | $3,531 | $16,852-79.0% | $13,880-74.6% | $10,885-67.6% |