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 | $191,299 | $197,591-3.2% | $177,821+7.6% | $158,922+20.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 9.09% | 58.76%-49.7pp | 48.32%-39.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $664 | $6,697-90.1% | $5,918-88.8% | $4,761-86.1% |
| Participant deferral / active EE | $9,008 | $8,405+7.2% | $7,714+16.8% | $5,982+50.6% |
| Admin fee / account holder | $1,019 | $15,399-93.4% | $12,427-91.8% | $11,246-90.9% |