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 | $93,083 | $93,571-0.5% | $135,903-31.5% | $75,163+23.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.29% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $370 | $3,537-89.5% | $4,856-92.4% | $2,670-86.1% |
| Participant deferral / active EE | $6,695 | $6,404+4.5% | $7,758-13.7% | $4,125+62.3% |
| Admin fee / account holder | $1,035 | $6,975-85.2% | $10,762-90.4% | $5,651-81.7% |