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 | $78,518 | $111,754-29.7% | $103,333-24.0% | $145,922-46.2% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 9.62% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,368 | $5,619-4.5% | $5,057+6.1% | $6,688-19.7% |
| Admin fee / account holder | $14,441 | $9,750+48.1% | $8,355+72.8% | $13,397+7.8% |