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 3-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 | $13,736 | $114,381-88.0% | $107,525-87.2% | $142,382-90.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 27.75% | 242.71%-215.0pp | 181.32%-153.6pp | 217.08%-189.3pp |
| Employer contribution / active EE | $603 | $4,015-85.0% | $3,754-83.9% | $4,299-86.0% |
| Participant deferral / active EE | $3,614 | $5,564-35.1% | $5,116-29.4% | $6,507-44.5% |
| Admin fee / account holder | $370 | $9,860-96.2% | $8,919-95.9% | $12,624-97.1% |