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 | $142,332 | $162,781-12.6% | $133,956+6.3% | $158,922-10.4% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 17.45% | 41.94%-24.5pp | 45.09%-27.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $681 | $4,975-86.3% | $3,919-82.6% | $4,761-85.7% |
| Participant deferral / active EE | $3,389 | $5,911-42.7% | $5,048-32.9% | $5,982-43.4% |
| Admin fee / account holder | $1,815 | $11,736-84.5% | $8,927-79.7% | $11,246-83.9% |