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 | $157,043 | $165,335-5.0% | $149,696+4.9% | $158,922-1.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 41.89% | 348.15%-306.3pp | 276.60%-234.7pp | 302.83%-260.9pp |
| Employer contribution / active EE | $829 | $5,103-83.8% | $4,644-82.1% | $4,761-82.6% |
| Participant deferral / active EE | $5,165 | $7,181-28.1% | $6,842-24.5% | $5,982-13.7% |
| Admin fee / account holder | $1,977 | $10,807-81.7% | $9,309-78.8% | $11,246-82.4% |