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 | $81,969 | $116,175-29.4% | $93,606-12.4% | $152,861-46.4% |
| Participation rate | 86.4% | 78.0%+8.3pp | 75.8%+10.5pp | 82.4%+3.9pp |
| Annual return | 20.57% | 35.96%-15.4pp | 32.76%-12.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $274 | $3,218-91.5% | $2,718-89.9% | $4,762-94.3% |
| Participant deferral / active EE | $4,065 | $4,603-11.7% | $4,069-0.1% | $5,850-30.5% |
| Admin fee / account holder | $2,568 | $10,748-76.1% | $7,888-67.4% | $11,596-77.9% |