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 | $125,626 | $112,096+12.1% | $95,952+30.9% | $158,922-21.0% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 13.07% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $514 | $3,198-83.9% | $2,541-79.8% | $4,761-89.2% |
| Participant deferral / active EE | $2,101 | $4,784-56.1% | $4,167-49.6% | $5,982-64.9% |
| Admin fee / account holder | $672 | $10,130-93.4% | $6,795-90.1% | $11,246-94.0% |