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 | $20,888 | $63,355-67.0% | $91,989-77.3% | $72,985-71.4% |
| Participation rate | 83.3% | 72.5%+10.8pp | 78.6%+4.7pp | 69.5%+13.8pp |
| Annual return | 28.05% | 35.35%-7.3pp | 69.02%-41.0pp | 81.00%-53.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,278 | $4,883+28.6% | $5,923+6.0% | $3,607+74.0% |
| Admin fee / account holder | $2,241 | $4,668-52.0% | $7,743-71.1% | $5,124-56.3% |