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 | $24,205 | $177,572-86.4% | $154,803-84.4% | $142,382-83.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.73% | 65.07%-51.3pp | 58.88%-45.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $859 | $4,810-82.1% | $4,305-80.0% | $4,299-80.0% |
| Participant deferral / active EE | $2,217 | $6,272-64.7% | $5,540-60.0% | $6,507-65.9% |
| Admin fee / account holder | $3,054 | $16,786-81.8% | $14,329-78.7% | $12,624-75.8% |