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 8-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 | $51,523 | $95,803-46.2% | $113,168-54.5% | $84,808-39.2% |
| Participation rate | 80.3% | 72.9%+7.4pp | 76.6%+3.7pp | 68.3%+12.0pp |
| Annual return | 18.74% | 25.00%-6.3pp | 24.27%-5.5pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,861 | $4,242+85.3% | $5,107+53.9% | $4,212+86.6% |
| Admin fee / account holder | $3,164 | $8,989-64.8% | $12,068-73.8% | $7,344-56.9% |