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 6-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 | $31,723 | $105,181-69.8% | $159,436-80.1% | $85,850-63.0% |
| Participation rate | 84.1% | 75.8%+8.4pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 14.68% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $478 | $3,318-85.6% | $4,829-90.1% | $2,565-81.4% |
| Participant deferral / active EE | $3,263 | $5,945-45.1% | $7,352-55.6% | $3,952-17.4% |
| Admin fee / account holder | $2,301 | $6,933-66.8% | $10,799-78.7% | $6,260-63.2% |