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 | $53,938 | $68,719-21.5% | $91,541-41.1% | $84,808-36.4% |
| Participation rate | 75.0% | 64.5%+10.5pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 15.50% | 19.12%-3.6pp | 20.50%-5.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $111 | $1,920-94.2% | $2,505-95.6% | $2,631-95.8% |
| Participant deferral / active EE | $3,522 | $3,136+12.3% | $4,008-12.1% | $4,212-16.4% |
| Admin fee / account holder | $327 | $5,786-94.4% | $6,956-95.3% | $7,344-95.5% |