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 7-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 | $56,806 | $146,267-61.2% | $197,124-71.2% | $82,448-31.1% |
| Participation rate | 75.4% | 84.0%-8.6pp | 86.7%-11.3pp | 68.1%+7.3pp |
| Annual return | 16.09% | 29.61%-13.5pp | 44.34%-28.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,371 | $4,723-71.0% | $6,227-78.0% | $2,551-46.2% |
| Participant deferral / active EE | $5,136 | $7,035-27.0% | $9,135-43.8% | $4,139+24.1% |
| Admin fee / account holder | $8,666 | $14,422-39.9% | $16,298-46.8% | $7,234+19.8% |