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 | $167,264 | $127,065+31.6% | $113,168+47.8% | $142,382+17.5% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 13.92% | 24.03%-10.1pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $581 | $3,442-83.1% | $2,975-80.5% | $4,299-86.5% |
| Participant deferral / active EE | $3,771 | $5,716-34.0% | $5,107-26.1% | $6,507-42.0% |
| Admin fee / account holder | $3,292 | $15,736-79.1% | $12,068-72.7% | $12,624-73.9% |