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 | $59,050 | $98,750-40.2% | $149,696-60.6% | $79,858-26.1% |
| Participation rate | 72.1% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.5pp |
| Annual return | 13.37% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $526 | $3,216-83.6% | $4,644-88.7% | $2,471-78.7% |
| Participant deferral / active EE | $3,120 | $5,680-45.1% | $6,842-54.4% | $3,740-16.6% |
| Admin fee / account holder | $4,870 | $6,053-19.5% | $9,309-47.7% | $5,306-8.2% |