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 6-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 | $65,639 | $185,822-64.7% | $169,993-61.4% | $139,434-52.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.52% | 60.50%-25.0pp | 53.37%-17.9pp | 372.94%-337.4pp |
| Employer contribution / active EE | $1,347 | $7,590-82.3% | $6,785-80.2% | $4,751-71.7% |
| Participant deferral / active EE | $14,600 | $11,622+25.6% | $10,408+40.3% | $6,710+117.6% |
| Admin fee / account holder | $620 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |