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 | $16,720 | $99,341-83.2% | $84,750-80.3% | $273,961-93.9% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 12.02% | 22.93%-10.9pp | 22.78%-10.8pp | 41.45%-29.4pp |
| Employer contribution / active EE | $224 | $4,214-94.7% | $3,574-93.7% | $4,869-95.4% |
| Participant deferral / active EE | $1,313 | $4,269-69.2% | $3,712-64.6% | $5,287-75.2% |
| Admin fee / account holder | $2,459 | $6,644-63.0% | $5,332-53.9% | $10,132-75.7% |