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 | $33,740 | $58,512-42.3% | $84,015-59.8% | $72,985-53.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 24.96% | 28.93%-4.0pp | 71.31%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $160 | $1,163-86.2% | $1,983-91.9% | $2,440-93.4% |
| Participant deferral / active EE | $1,884 | $2,394-21.3% | $3,239-41.8% | $3,607-47.8% |
| Admin fee / account holder | $1,617 | $4,569-64.6% | $6,101-73.5% | $5,124-68.4% |