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 | $85,233 | $61,660+38.2% | $80,019+6.5% | $64,186+32.8% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | -5.29% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $284 | $1,810-84.3% | $2,468-88.5% | $2,381-88.1% |
| Participant deferral / active EE | $3,623 | $2,968+22.1% | $3,686-1.7% | $3,470+4.4% |
| Admin fee / account holder | $5,487 | $5,417+1.3% | $6,521-15.8% | $4,888+12.3% |