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 | $61,875 | $162,781-62.0% | $133,956-53.8% | $158,922-61.1% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 15.01% | 41.94%-26.9pp | 45.09%-30.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $307 | $4,975-93.8% | $3,919-92.2% | $4,761-93.6% |
| Participant deferral / active EE | $3,065 | $5,911-48.1% | $5,048-39.3% | $5,982-48.8% |
| Admin fee / account holder | $1,183 | $11,736-89.9% | $8,927-86.8% | $11,246-89.5% |