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 | $67,746 | $118,450-42.8% | $98,439-31.2% | $139,434-51.4% |
| Participation rate | 95.0% | 77.4%+17.6pp | 75.2%+19.8pp | 80.3%+14.7pp |
| Annual return | 16.31% | 18.94%-2.6pp | 21.16%-4.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $625 | $3,609-82.7% | $3,048-79.5% | $4,751-86.8% |
| Participant deferral / active EE | $3,127 | $5,392-42.0% | $4,738-34.0% | $6,710-53.4% |
| Admin fee / account holder | $4,120 | $14,026-70.6% | $8,948-53.9% | $11,403-63.9% |