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 | $48,626 | $86,929-44.1% | $102,423-52.5% | $80,856-39.9% |
| Participation rate | 75.8% | 72.4%+3.4pp | 76.5%-0.7pp | 67.6%+8.2pp |
| Annual return | 41.17% | 18.88%+22.3pp | 29.32%+11.8pp | 35.59%+5.6pp |
| Employer contribution / active EE | $457 | $2,369-80.7% | $3,023-84.9% | $2,755-83.4% |
| Participant deferral / active EE | $2,515 | $4,118-38.9% | $5,053-50.2% | $4,296-41.5% |
| Admin fee / account holder | $27,337 | $8,049+239.6% | $9,451+189.3% | $6,918+295.2% |