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 9-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 | $31,652 | $70,475-55.1% | $100,516-68.5% | $79,858-60.4% |
| Participation rate | 95.8% | 73.7%+22.2pp | 79.4%+16.4pp | 69.6%+26.2pp |
| Annual return | 26.97% | 21.90%+5.1pp | 30.89%-3.9pp | 31.71%-4.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,478 | $5,181+82.9% | $6,270+51.2% | $3,740+153.4% |
| Admin fee / account holder | $3,180 | $4,478-29.0% | $8,081-60.6% | $5,306-40.1% |