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 | $57,011 | $157,256-63.7% | $141,162-59.6% | $152,861-62.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.31% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $569 | $5,261-89.2% | $4,735-88.0% | $4,762-88.0% |
| Participant deferral / active EE | $7,075 | $7,109-0.5% | $6,709+5.4% | $5,850+20.9% |
| Admin fee / account holder | $403 | $12,120-96.7% | $10,261-96.1% | $11,596-96.5% |