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 9-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 | $27,589 | $98,750-72.1% | $149,696-81.6% | $79,858-65.5% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.5%-3.5pp | 69.6%+9.3pp |
| Annual return | 18.27% | 27.43%-9.2pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,758 | $5,680+71.8% | $6,842+42.6% | $3,740+160.9% |
| Admin fee / account holder | $2,290 | $6,053-62.2% | $9,309-75.4% | $5,306-56.9% |