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 | $64,421 | $97,125-33.7% | $86,233-25.3% | $137,256-53.1% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.0%+3.2pp | 80.0%-7.7pp |
| Annual return | 15.73% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,027 | $5,180+16.4% | $4,559+32.2% | $6,407-5.9% |
| Admin fee / account holder | $1,193 | $9,725-87.7% | $8,342-85.7% | $12,270-90.3% |