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 | $108,593 | $127,065-14.5% | $113,168-4.0% | $142,382-23.7% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 15.85% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $782 | $3,442-77.3% | $2,975-73.7% | $4,299-81.8% |
| Participant deferral / active EE | $5,791 | $5,716+1.3% | $5,107+13.4% | $6,507-11.0% |
| Admin fee / account holder | $2,565 | $15,736-83.7% | $12,068-78.7% | $12,624-79.7% |