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 | $56,209 | $99,985-43.8% | $146,665-61.7% | $85,850-34.5% |
| Participation rate | 71.1% | 73.1%-2.0pp | 80.1%-9.0pp | 69.3%+1.8pp |
| Annual return | 12.57% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $361 | $2,559-85.9% | $4,136-91.3% | $2,565-85.9% |
| Participant deferral / active EE | $2,102 | $4,006-47.5% | $5,506-61.8% | $3,952-46.8% |
| Admin fee / account holder | $1,228 | $7,702-84.1% | $10,280-88.1% | $6,260-80.4% |