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 5-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 | $9,777 | $99,918-90.2% | $81,382-88.0% | $145,922-93.3% |
| Participation rate | 95.2% | 74.2%+21.1pp | 69.5%+25.8pp | 80.3%+15.0pp |
| Annual return | 25.44% | 34.32%-8.9pp | 24.73%+0.7pp | 561.29%-535.8pp |
| Employer contribution / active EE | $299 | $2,978-89.9% | $2,463-87.8% | $4,660-93.6% |
| Participant deferral / active EE | $2,417 | $4,605-47.5% | $3,883-37.8% | $6,688-63.9% |
| Admin fee / account holder | $511 | $8,212-93.8% | $5,768-91.1% | $13,397-96.2% |