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 | $29,778 | $77,660-61.7% | $109,143-72.7% | $79,386-62.5% |
| Participation rate | 77.7% | 67.8%+9.9pp | 75.9%+1.8pp | 70.7%+7.0pp |
| Annual return | 17.41% | 23.44%-6.0pp | 25.75%-8.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $581 | $2,797-79.2% | $3,722-84.4% | $2,427-76.1% |
| Participant deferral / active EE | $2,323 | $3,518-33.9% | $4,653-50.1% | $4,046-42.6% |
| Admin fee / account holder | $2,229 | $732+204.5% | $6,752-67.0% | $626+255.9% |