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 | $26,547 | $112,881-76.5% | $90,951-70.8% | $158,922-83.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 16.27% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $381 | $2,893-86.8% | $2,122-82.1% | $4,761-92.0% |
| Participant deferral / active EE | $1,178 | $4,128-71.5% | $3,373-65.1% | $5,982-80.3% |
| Admin fee / account holder | $1,733 | $8,041-78.4% | $5,959-70.9% | $11,246-84.6% |