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 | $42,913 | $82,882-48.2% | $127,761-66.4% | $72,985-41.2% |
| Participation rate | 72.5% | 71.5%+1.0pp | 79.0%-6.5pp | 69.5%+3.0pp |
| Annual return | 36.10% | 32.20%+3.9pp | 26.14%+10.0pp | 81.00%-44.9pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,202 | $4,791+71.2% | $6,021+36.2% | $3,607+127.4% |
| Admin fee / account holder | $1,908 | $6,487-70.6% | $9,395-79.7% | $5,124-62.8% |