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 | $119,744 | $133,922-10.6% | $116,228+3.0% | $142,382-15.9% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 14.44% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $653 | $3,446-81.1% | $2,994-78.2% | $4,299-84.8% |
| Participant deferral / active EE | $3,064 | $5,672-46.0% | $4,953-38.1% | $6,507-52.9% |
| Admin fee / account holder | $3,620 | $14,945-75.8% | $11,989-69.8% | $12,624-71.3% |