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 | $74,627 | $127,386-41.4% | $115,037-35.1% | $125,391-40.5% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | 1.62% | 31.28%-29.7pp | 26.14%-24.5pp | 282.22%-280.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,177 | $6,423+11.7% | $6,026+19.1% | $5,352+34.1% |
| Admin fee / account holder | $2,304 | $9,516-75.8% | $8,175-71.8% | $9,540-75.9% |