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 6-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 | $34,664 | $94,031-63.1% | $115,768-70.1% | $82,448-58.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.4%+5.6pp | 68.1%+11.9pp |
| Annual return | 18.52% | 20.61%-2.1pp | 100.46%-81.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $393 | $2,323-83.1% | $2,940-86.6% | $2,551-84.6% |
| Participant deferral / active EE | $3,128 | $3,972-21.2% | $4,917-36.4% | $4,139-24.4% |
| Admin fee / account holder | $7,291 | $10,249-28.9% | $12,439-41.4% | $7,234+0.8% |