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 | $85,734 | $98,750-13.2% | $149,696-42.7% | $79,858+7.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 19.22% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $527 | $3,216-83.6% | $4,644-88.7% | $2,471-78.7% |
| Participant deferral / active EE | $3,689 | $5,680-35.0% | $6,842-46.1% | $3,740-1.4% |
| Admin fee / account holder | $2,682 | $6,053-55.7% | $9,309-71.2% | $5,306-49.5% |