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 | $64,672 | $98,240-34.2% | $82,313-21.4% | $147,584-56.2% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 18.75% | 30.85%-12.1pp | 25.88%-7.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $561 | $3,192-82.4% | $2,428-76.9% | $4,876-88.5% |
| Participant deferral / active EE | $4,199 | $4,383-4.2% | $3,706+13.3% | $5,439-22.8% |
| Admin fee / account holder | $1,925 | $8,563-77.5% | $5,608-65.7% | $10,885-82.3% |