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 7-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 | $67,488 | $98,652-31.6% | $142,942-52.8% | $82,448-18.1% |
| Participation rate | 72.3% | 72.8%-0.4pp | 76.8%-4.5pp | 68.1%+4.3pp |
| Annual return | 18.21% | 22.65%-4.4pp | 113.70%-95.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $399 | $3,211-87.6% | $4,139-90.4% | $2,551-84.4% |
| Participant deferral / active EE | $2,436 | $5,580-56.3% | $7,128-65.8% | $4,139-41.1% |
| Admin fee / account holder | $2,376 | $8,078-70.6% | $12,475-81.0% | $7,234-67.2% |