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 | $64,055 | $63,346+1.1% | $92,233-30.6% | $70,131-8.7% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 14.86% | 530.12%-515.3pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $465 | $2,471-81.2% | $3,679-87.4% | $2,342-80.1% |
| Participant deferral / active EE | $2,971 | $2,854+4.1% | $3,897-23.7% | $3,332-10.8% |
| Admin fee / account holder | $3,070 | $3,840-20.1% | $5,194-40.9% | $4,645-33.9% |