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 | $85,220 | $81,632+4.4% | $70,449+21.0% | $158,922-46.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.27% | 208.40%-196.1pp | 109.03%-96.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $179 | $3,217-94.4% | $2,737-93.4% | $4,761-96.2% |
| Participant deferral / active EE | $3,147 | $4,554-30.9% | $3,709-15.2% | $5,982-47.4% |
| Admin fee / account holder | $1,846 | $6,193-70.2% | $3,845-52.0% | $11,246-83.6% |