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 | $122,658 | $100,901+21.6% | $75,670+62.1% | $147,584-16.9% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 9.97% | 35.78%-25.8pp | 27.34%-17.4pp | 578.55%-568.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,639 | $4,027+40.0% | $3,142+79.5% | $5,439+3.7% |
| Admin fee / account holder | $369 | $11,285-96.7% | $5,800-93.6% | $10,885-96.6% |