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 | $56,164 | $95,803-41.4% | $113,168-50.4% | $84,808-33.8% |
| Participation rate | 78.3% | 72.9%+5.4pp | 76.6%+1.7pp | 68.3%+9.9pp |
| Annual return | 17.86% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $534 | $2,360-77.4% | $2,975-82.1% | $2,631-79.7% |
| Participant deferral / active EE | $3,883 | $4,242-8.5% | $5,107-24.0% | $4,212-7.8% |
| Admin fee / account holder | $4,321 | $8,989-51.9% | $12,068-64.2% | $7,344-41.2% |