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 | $88,908 | $46,869+89.7% | $122,332-27.3% | $70,131+26.8% |
| Participation rate | 92.9% | 58.2%+34.7pp | 71.6%+21.2pp | 69.5%+23.3pp |
| Annual return | 16.20% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,231 | $2,166+3.0% | $3,287-32.1% | $3,332-33.0% |
| Admin fee / account holder | $3,218 | $3,322-3.1% | $5,478-41.2% | $4,645-30.7% |