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 | $98,786 | $138,562-28.7% | $246,525-59.9% | $116,875-15.5% |
| Participation rate | 77.6% | 72.8%+4.8pp | 82.0%-4.4pp | 74.5%+3.1pp |
| Annual return | 14.23% | 16.14%-1.9pp | 0.46%+13.8pp | 16.29%-2.1pp |
| Employer contribution / active EE | $896 | $4,835-81.5% | $7,467-88.0% | $3,288-72.8% |
| Participant deferral / active EE | $3,789 | $4,207-9.9% | $5,422-30.1% | $3,885-2.5% |
| Admin fee / account holder | $4,810 | $18,110-73.4% | $16,551-70.9% | $12,263-60.8% |