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 | $96,601 | $162,781-40.7% | $133,956-27.9% | $158,922-39.2% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 16.09% | 41.94%-25.9pp | 45.09%-29.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $467 | $4,975-90.6% | $3,919-88.1% | $4,761-90.2% |
| Participant deferral / active EE | $3,861 | $5,911-34.7% | $5,048-23.5% | $5,982-35.5% |
| Admin fee / account holder | $2,517 | $11,736-78.6% | $8,927-71.8% | $11,246-77.6% |