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 | $63,085 | $111,814-43.6% | $93,654-32.6% | $145,959-56.8% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 9.08% | 203.30%-194.2pp | 133.34%-124.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $446 | $3,092-85.6% | $2,421-81.6% | $4,661-90.4% |
| Participant deferral / active EE | $4,563 | $4,914-7.2% | $4,413+3.4% | $6,689-31.8% |
| Admin fee / account holder | $2,867 | $10,246-72.0% | $8,282-65.4% | $13,398-78.6% |