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 | $43,044 | $89,355-51.8% | $141,162-69.5% | $72,985-41.0% |
| Participation rate | 76.8% | 75.1%+1.7pp | 82.5%-5.7pp | 69.5%+7.3pp |
| Annual return | 28.20% | 111.85%-83.6pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,405 | $5,418-55.6% | $6,709-64.1% | $3,607-33.3% |
| Admin fee / account holder | $1,131 | $5,958-81.0% | $10,261-89.0% | $5,124-77.9% |