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 | $50,227 | $86,286-41.8% | $111,297-54.9% | $85,850-41.5% |
| Participation rate | 86.7% | 73.3%+13.3pp | 77.3%+9.4pp | 69.3%+17.4pp |
| Annual return | 20.94% | 19.99%+1.0pp | 54.65%-33.7pp | 318.53%-297.6pp |
| Employer contribution / active EE | $460 | $2,043-77.5% | $2,731-83.1% | $2,565-82.1% |
| Participant deferral / active EE | $2,298 | $3,641-36.9% | $4,487-48.8% | $3,952-41.9% |
| Admin fee / account holder | $1,814 | $8,188-77.8% | $7,964-77.2% | $6,260-71.0% |