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 | $16,561 | $55,706-70.3% | $75,886-78.2% | $72,985-77.3% |
| Participation rate | 93.3% | 61.1%+32.2pp | 69.3%+24.1pp | 69.5%+23.8pp |
| Annual return | 31.53% | 27.59%+3.9pp | 30.76%+0.8pp | 81.00%-49.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,407 | $2,634+67.3% | $3,603+22.3% | $3,607+22.2% |
| Admin fee / account holder | $1,537 | $3,978-61.4% | $5,418-71.6% | $5,124-70.0% |