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 7-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 | $61,251 | $106,749-42.6% | $145,433-57.9% | $82,448-25.7% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 20.24% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $19,671 | $6,519+201.8% | $7,897+149.1% | $4,139+375.2% |
| Admin fee / account holder | $4,021 | $8,390-52.1% | $13,129-69.4% | $7,234-44.4% |