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 | $77,617 | $65,041+19.3% | $90,951-14.7% | $79,858-2.8% |
| Participation rate | 72.5% | 61.6%+10.9pp | 69.0%+3.5pp | 69.6%+2.8pp |
| Annual return | 16.97% | 30.45%-13.5pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,211 | $2,512+67.6% | $3,373+24.8% | $3,740+12.6% |
| Admin fee / account holder | $4,507 | $4,536-0.6% | $5,959-24.4% | $5,306-15.1% |