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 | $54,136 | $95,803-43.5% | $113,168-52.2% | $84,808-36.2% |
| Participation rate | 71.9% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.6pp |
| Annual return | 16.84% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $536 | $2,360-77.3% | $2,975-82.0% | $2,631-79.6% |
| Participant deferral / active EE | $2,447 | $4,242-42.3% | $5,107-52.1% | $4,212-41.9% |
| Admin fee / account holder | $8,836 | $8,989-1.7% | $12,068-26.8% | $7,344+20.3% |