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 | $35,362 | $68,346-48.3% | $94,646-62.6% | $75,163-53.0% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 21.96% | 616.93%-595.0pp | 156.71%-134.7pp | 160.62%-138.7pp |
| Employer contribution / active EE | $10 | $2,701-99.6% | $3,672-99.7% | $2,670-99.6% |
| Participant deferral / active EE | $12,562 | $6,537+92.2% | $7,418+69.3% | $4,125+204.5% |
| Admin fee / account holder | $3,973 | $5,326-25.4% | $7,231-45.1% | $5,651-29.7% |