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 | $66,839 | $63,346+5.5% | $92,233-27.5% | $70,131-4.7% |
| Participation rate | 76.3% | 68.7%+7.6pp | 76.5%-0.2pp | 69.5%+6.8pp |
| Annual return | 17.05% | 530.12%-513.1pp | 176.28%-159.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $176 | $2,471-92.9% | $3,679-95.2% | $2,342-92.5% |
| Participant deferral / active EE | $3,482 | $2,854+22.0% | $3,897-10.7% | $3,332+4.5% |
| Admin fee / account holder | $589 | $3,840-84.7% | $5,194-88.7% | $4,645-87.3% |