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 | $23,994 | $65,365-63.3% | $92,893-74.2% | $72,985-67.1% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.0%+19.4pp | 69.5%+26.0pp |
| Annual return | 24.26% | 42.10%-17.8pp | 109.41%-85.2pp | 81.00%-56.7pp |
| Employer contribution / active EE | $495 | $2,594-80.9% | $3,653-86.4% | $2,440-79.7% |
| Participant deferral / active EE | $1,808 | $3,128-42.2% | $4,236-57.3% | $3,607-49.9% |
| Admin fee / account holder | $1,110 | $4,251-73.9% | $5,794-80.8% | $5,124-78.3% |