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 | $22,820 | $59,839-61.9% | $81,983-72.2% | $79,858-71.4% |
| Participation rate | 81.8% | 61.6%+20.2pp | 69.2%+12.6pp | 69.6%+12.2pp |
| Annual return | 13.36% | 17.56%-4.2pp | 41.31%-27.9pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,884 | $2,695+7.0% | $3,722-22.5% | $3,740-22.9% |
| Admin fee / account holder | $3,435 | $4,287-19.9% | $5,664-39.3% | $5,306-35.3% |