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 | $20,200 | $65,685-69.2% | $57,179-64.7% | $273,961-92.6% |
| Participation rate | 95.0% | 78.3%+16.7pp | 75.3%+19.7pp | 83.0%+12.0pp |
| Annual return | 5.98% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $28 | $3,279-99.1% | $2,682-99.0% | $4,869-99.4% |
| Participant deferral / active EE | $3,441 | $3,782-9.0% | $3,096+11.1% | $5,287-34.9% |
| Admin fee / account holder | $3,420 | $4,835-29.3% | $3,139+9.0% | $10,132-66.2% |