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 | $225,384 | $127,065+77.4% | $113,168+99.2% | $142,382+58.3% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 12.37% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $451 | $3,442-86.9% | $2,975-84.9% | $4,299-89.5% |
| Participant deferral / active EE | $3,338 | $5,716-41.6% | $5,107-34.6% | $6,507-48.7% |
| Admin fee / account holder | $12,378 | $15,736-21.3% | $12,068+2.6% | $12,624-1.9% |