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 | $53,040 | $72,177-26.5% | $115,037-53.9% | $59,632-11.1% |
| Participation rate | 83.6% | 72.6%+11.0pp | 81.4%+2.2pp | 68.7%+14.9pp |
| Annual return | 2.46% | 12.02%-9.6pp | 26.14%-23.7pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,199 | $4,783-12.2% | $6,026-30.3% | $3,192+31.6% |
| Admin fee / account holder | $1,299 | $4,927-73.6% | $8,175-84.1% | $4,297-69.8% |