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 | $70,681 | $228,332-69.0% | $185,823-62.0% | $158,922-55.5% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 20.37% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,311 | $6,415-64.0% | $5,632-59.0% | $5,982-61.4% |
| Admin fee / account holder | $458 | $11,864-96.1% | $9,500-95.2% | $11,246-95.9% |