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 | $106,931 | $138,562-22.8% | $246,525-56.6% | $116,875-8.5% |
| Participation rate | 71.1% | 72.8%-1.7pp | 82.0%-10.8pp | 74.5%-3.4pp |
| Annual return | 20.91% | 16.14%+4.8pp | 0.46%+20.4pp | 16.29%+4.6pp |
| Employer contribution / active EE | $1,001 | $4,835-79.3% | $7,467-86.6% | $3,288-69.5% |
| Participant deferral / active EE | $4,032 | $4,207-4.2% | $5,422-25.6% | $3,885+3.8% |
| Admin fee / account holder | $788 | $18,110-95.6% | $16,551-95.2% | $12,263-93.6% |