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 | $18,963 | $43,075-56.0% | $74,583-74.6% | $62,891-69.8% |
| Participation rate | 78.1% | 58.1%+20.1pp | 68.1%+10.0pp | 69.3%+8.8pp |
| Annual return | 7.35% | 17.50%-10.2pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $20 | $1,498-98.7% | $2,525-99.2% | $2,281-99.1% |
| Participant deferral / active EE | $1,674 | $2,389-30.0% | $3,458-51.6% | $3,203-47.7% |
| Admin fee / account holder | $783 | $2,840-72.4% | $4,138-81.1% | $4,296-81.8% |