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 4-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 | $24,497 | $100,970-75.7% | $96,576-74.6% | $137,256-82.2% |
| Participation rate | 78.6% | 82.6%-4.0pp | 81.4%-2.9pp | 80.0%-1.4pp |
| Annual return | 22.11% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,884 | $8,286-16.9% | $7,956-13.5% | $6,407+7.4% |
| Admin fee / account holder | $1,466 | $11,312-87.0% | $11,381-87.1% | $12,270-88.1% |