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 | $43,043 | $95,416-54.9% | $185,823-76.8% | $85,850-49.9% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.7pp |
| Annual return | 16.09% | 23.59%-7.5pp | 122.05%-106.0pp | 318.53%-302.4pp |
| Employer contribution / active EE | $56 | $3,314-98.3% | $5,167-98.9% | $2,565-97.8% |
| Participant deferral / active EE | $4,030 | $3,423+17.7% | $5,568-27.6% | $3,952+2.0% |
| Admin fee / account holder | $397 | $7,213-94.5% | $16,237-97.6% | $6,260-93.7% |