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 | $40,974 | $58,828-30.3% | $77,999-47.5% | $62,891-34.8% |
| Participation rate | 75.4% | 71.1%+4.3pp | 75.5%-0.1pp | 69.3%+6.1pp |
| Annual return | 8.55% | 17.16%-8.6pp | 425.96%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,606 | $2,686-3.0% | $3,497-25.5% | $3,203-18.6% |
| Admin fee / account holder | $14,097 | $4,393+220.9% | $5,480+157.2% | $4,296+228.2% |