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 | $162,952 | $201,272-19.0% | $184,203-11.5% | $145,922+11.7% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 13.71% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,369 | $7,022-80.5% | $6,427-78.7% | $4,660-70.6% |
| Participant deferral / active EE | $16,330 | $9,806+66.5% | $9,131+78.8% | $6,688+144.2% |
| Admin fee / account holder | $13,698 | $16,364-16.3% | $13,901-1.5% | $13,397+2.2% |