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 9-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 | $44,086 | $214,378-79.4% | $200,582-78.0% | $142,382-69.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 19.12% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,357 | $6,841-80.2% | $6,419-78.9% | $4,299-68.4% |
| Participant deferral / active EE | $8,554 | $9,865-13.3% | $9,331-8.3% | $6,507+31.5% |
| Admin fee / account holder | $444 | $17,692-97.5% | $16,305-97.3% | $12,624-96.5% |