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 | $98,471 | $127,777-22.9% | $106,548-7.6% | $167,490-41.2% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 16.70% | 33.87%-17.2pp | 26.80%-10.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $484 | $3,427-85.9% | $2,819-82.8% | $4,837-90.0% |
| Participant deferral / active EE | $2,552 | $5,087-49.8% | $4,398-42.0% | $6,341-59.8% |
| Admin fee / account holder | $792 | $11,228-92.9% | $7,407-89.3% | $12,309-93.6% |