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 | $26,666 | $89,355-70.2% | $141,162-81.1% | $72,985-63.5% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 21.47% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $151 | $3,114-95.2% | $4,735-96.8% | $2,440-93.8% |
| Participant deferral / active EE | $2,499 | $5,418-53.9% | $6,709-62.8% | $3,607-30.7% |
| Admin fee / account holder | $846 | $5,958-85.8% | $10,261-91.8% | $5,124-83.5% |