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 | $130,979 | $176,812-25.9% | $146,665-10.7% | $167,490-21.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.29% | 24.03%-14.7pp | 22.74%-13.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $324 | $5,160-93.7% | $4,136-92.2% | $4,837-93.3% |
| Participant deferral / active EE | $5,372 | $6,440-16.6% | $5,506-2.4% | $6,341-15.3% |
| Admin fee / account holder | $1,044 | $13,259-92.1% | $10,280-89.8% | $12,309-91.5% |