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 | $103,628 | $78,422+32.1% | $95,952+8.0% | $79,858+29.8% |
| Participation rate | 95.6% | 73.5%+22.1pp | 77.1%+18.5pp | 69.6%+25.9pp |
| Annual return | 11.15% | 19.37%-8.2pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | -$32 | $1,945-101.6% | $2,541-101.2% | $2,471-101.3% |
| Participant deferral / active EE | $4,794 | $3,440+39.4% | $4,167+15.1% | $3,740+28.2% |
| Admin fee / account holder | $13,350 | $5,622+137.5% | $6,795+96.5% | $5,306+151.6% |