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 | $77,430 | $85,766-9.7% | $136,294-43.2% | $70,131+10.4% |
| Participation rate | 89.4% | 74.2%+15.2pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 17.42% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $70 | $2,966-97.6% | $4,695-98.5% | $2,342-97.0% |
| Participant deferral / active EE | $13,266 | $5,051+162.6% | $6,247+112.3% | $3,332+298.2% |
| Admin fee / account holder | $2,711 | $5,420-50.0% | $9,243-70.7% | $4,645-41.6% |