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 | $113,721 | $49,025+132.0% | $87,507+30.0% | $62,891+80.8% |
| Participation rate | 82.8% | 64.9%+17.9pp | 73.8%+8.9pp | 69.3%+13.5pp |
| Annual return | 6.15% | 10.02%-3.9pp | 12.21%-6.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,124 | $2,289+123.8% | $3,149+62.7% | $3,203+60.0% |
| Admin fee / account holder | $11,900 | $4,065+192.7% | $4,221+181.9% | $4,296+177.0% |