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 | $52,977 | $93,571-43.4% | $135,903-61.0% | $75,163-29.5% |
| Participation rate | 82.0% | 75.2%+6.8pp | 81.9%+0.1pp | 67.2%+14.8pp |
| Annual return | 21.53% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $676 | $3,537-80.9% | $4,856-86.1% | $2,670-74.7% |
| Participant deferral / active EE | $5,129 | $6,404-19.9% | $7,758-33.9% | $4,125+24.3% |
| Admin fee / account holder | $2,311 | $6,975-66.9% | $10,762-78.5% | $5,651-59.1% |