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 | $37,618 | $78,705-52.2% | $117,854-68.1% | $70,131-46.4% |
| Participation rate | 82.0% | 73.2%+8.8pp | 79.7%+2.3pp | 69.5%+12.5pp |
| Annual return | 46.07% | 23.30%+22.8pp | 335.08%-289.0pp | 73.14%-27.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,495 | $3,297+6.0% | $4,482-22.0% | $3,332+4.9% |
| Admin fee / account holder | $918 | $5,065-81.9% | $8,020-88.5% | $4,645-80.2% |