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 9-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 | $30,681 | $85,202-64.0% | $172,739-82.2% | $72,985-58.0% |
| Participation rate | 70.1% | 70.1%+0.1pp | 82.6%-12.5pp | 69.5%+0.7pp |
| Annual return | 20.27% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $173 | $3,324-94.8% | $5,143-96.6% | $2,440-92.9% |
| Participant deferral / active EE | $2,255 | $3,260-30.8% | $5,198-56.6% | $3,607-37.5% |
| Admin fee / account holder | $352 | $5,884-94.0% | $13,954-97.5% | $5,124-93.1% |