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 | $170,380 | $135,952+25.3% | $123,892+37.5% | $273,961-37.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 12.00% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $568 | $5,170-89.0% | $4,617-87.7% | $4,869-88.3% |
| Participant deferral / active EE | $7,856 | $6,343+23.9% | $5,984+31.3% | $5,287+48.6% |
| Admin fee / account holder | $6,967 | $9,817-29.0% | $8,357-16.6% | $10,132-31.2% |