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 | $15,884 | $58,208-72.7% | $81,812-80.6% | $80,856-80.4% |
| Participation rate | 84.2% | 63.4%+20.8pp | 72.3%+11.9pp | 67.6%+16.6pp |
| Annual return | 11.84% | 41.66%-29.8pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,408 | $3,281-26.6% | $4,319-44.2% | $4,296-43.9% |
| Admin fee / account holder | $3,709 | $4,981-25.5% | $7,386-49.8% | $6,918-46.4% |