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 | $124,063 | $123,793+0.2% | $177,821-30.2% | $79,858+55.4% |
| Participation rate | 75.8% | 84.7%-8.9pp | 87.7%-12.0pp | 69.6%+6.1pp |
| Annual return | 16.00% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,264 | $5,956-11.6% | $7,714-31.8% | $3,740+40.8% |
| Admin fee / account holder | $4,515 | $7,243-37.7% | $12,427-63.7% | $5,306-14.9% |