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 3-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 | $35,292 | $89,355-60.5% | $141,162-75.0% | $72,985-51.6% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 23.37% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $301 | $3,114-90.3% | $4,735-93.7% | $2,440-87.7% |
| Participant deferral / active EE | $4,198 | $5,418-22.5% | $6,709-37.4% | $3,607+16.4% |
| Admin fee / account holder | $773 | $5,958-87.0% | $10,261-92.5% | $5,124-84.9% |