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 | $47,425 | $72,277-34.4% | $101,248-53.2% | $79,858-40.6% |
| Participation rate | 86.0% | 68.5%+17.6pp | 75.8%+10.2pp | 69.6%+16.4pp |
| Annual return | 12.03% | 22.30%-10.3pp | 46.47%-34.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $463 | $2,692-82.8% | $3,660-87.4% | $2,471-81.3% |
| Participant deferral / active EE | $2,507 | $3,282-23.6% | $4,370-42.6% | $3,740-33.0% |
| Admin fee / account holder | $2,742 | $4,400-37.7% | $5,945-53.9% | $5,306-48.3% |