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 9-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 | $47,603 | $94,625-49.7% | $116,228-59.0% | $84,808-43.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.48% | 20.40%-1.9pp | 90.06%-71.6pp | 40.90%-22.4pp |
| Employer contribution / active EE | $623 | $2,347-73.5% | $2,994-79.2% | $2,631-76.3% |
| Participant deferral / active EE | $5,638 | $3,972+42.0% | $4,953+13.8% | $4,212+33.9% |
| Admin fee / account holder | $2,049 | $10,091-79.7% | $11,989-82.9% | $7,344-72.1% |