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 9-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 | $44,740 | $96,557-53.7% | $80,975-44.7% | $273,961-83.7% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 6.88% | 15.14%-8.3pp | 17.10%-10.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,199 | $6,598-51.5% | $5,696-43.8% | $5,287-39.5% |
| Admin fee / account holder | $457 | $7,492-93.9% | $5,516-91.7% | $10,132-95.5% |