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 | $61,222 | $152,587-59.9% | $125,175-51.1% | $152,861-59.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.09% | 54.84%-27.7pp | 43.79%-16.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $276 | $4,946-94.4% | $3,865-92.9% | $4,762-94.2% |
| Participant deferral / active EE | $3,110 | $5,868-47.0% | $4,937-37.0% | $5,850-46.8% |
| Admin fee / account holder | $627 | $13,434-95.3% | $9,702-93.5% | $11,596-94.6% |