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 | $74,168 | $103,376-28.3% | $87,100-14.8% | $152,861-51.5% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 16.79% | 28.10%-11.3pp | 28.19%-11.4pp | 345.32%-328.5pp |
| Employer contribution / active EE | $420 | $3,220-87.0% | $2,521-83.3% | $4,762-91.2% |
| Participant deferral / active EE | $3,221 | $4,778-32.6% | $4,049-20.4% | $5,850-44.9% |
| Admin fee / account holder | $1,862 | $12,205-84.7% | $7,497-75.2% | $11,596-83.9% |