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 | $63,979 | $52,681+21.4% | $75,781-15.6% | $59,632+7.3% |
| Participation rate | 96.9% | 67.2%+29.6pp | 75.8%+21.1pp | 68.7%+28.2pp |
| Annual return | -1.38% | 2.95%-4.3pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $67 | $2,193-97.0% | $3,323-98.0% | $2,203-97.0% |
| Participant deferral / active EE | $2,653 | $2,591+2.4% | $3,651-27.3% | $3,192-16.9% |
| Admin fee / account holder | $6,946 | $3,610+92.4% | $5,299+31.1% | $4,297+61.6% |