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 | $81,680 | $152,587-46.5% | $125,175-34.7% | $152,861-46.6% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 25.66% | 54.84%-29.2pp | 43.79%-18.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $934 | $4,946-81.1% | $3,865-75.8% | $4,762-80.4% |
| Participant deferral / active EE | $4,580 | $5,868-21.9% | $4,937-7.2% | $5,850-21.7% |
| Admin fee / account holder | $763 | $13,434-94.3% | $9,702-92.1% | $11,596-93.4% |