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 | $103,425 | $72,277+43.1% | $101,248+2.1% | $79,858+29.5% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 13.67% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $154 | $2,692-94.3% | $3,660-95.8% | $2,471-93.8% |
| Participant deferral / active EE | $2,691 | $3,282-18.0% | $4,370-38.4% | $3,740-28.0% |
| Admin fee / account holder | $20,703 | $4,400+370.5% | $5,945+248.2% | $5,306+290.2% |