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 8-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 | $42,620 | $148,534-71.3% | $135,903-68.6% | $139,434-69.4% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 21.16% | 79.19%-58.0pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $670 | $5,243-87.2% | $4,856-86.2% | $4,751-85.9% |
| Participant deferral / active EE | $7,702 | $8,100-4.9% | $7,758-0.7% | $6,710+14.8% |
| Admin fee / account holder | $5,677 | $12,400-54.2% | $10,762-47.3% | $11,403-50.2% |