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 | $70,696 | $162,781-56.6% | $133,956-47.2% | $158,922-55.5% |
| Participation rate | 76.2% | 83.2%-7.0pp | 79.8%-3.6pp | 82.0%-5.8pp |
| Annual return | 9.20% | 41.94%-32.7pp | 45.09%-35.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $488 | $4,975-90.2% | $3,919-87.6% | $4,761-89.8% |
| Participant deferral / active EE | $3,820 | $5,911-35.4% | $5,048-24.3% | $5,982-36.1% |
| Admin fee / account holder | $2,609 | $11,736-77.8% | $8,927-70.8% | $11,246-76.8% |