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 | $225,864 | $152,587+48.0% | $125,175+80.4% | $152,861+47.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 14.73% | 54.84%-40.1pp | 43.79%-29.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $299 | $4,946-94.0% | $3,865-92.3% | $4,762-93.7% |
| Participant deferral / active EE | $3,985 | $5,868-32.1% | $4,937-19.3% | $5,850-31.9% |
| Admin fee / account holder | $2,022 | $13,434-85.0% | $9,702-79.2% | $11,596-82.6% |