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 4-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 | $25,630 | $77,314-66.8% | $177,989-85.6% | $80,856-68.3% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-3.9pp | 67.6%+5.5pp |
| Annual return | 21.71% | 18.09%+3.6pp | 294.48%-272.8pp | 35.59%-13.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,066 | $4,411-7.8% | $6,276-35.2% | $4,296-5.3% |
| Admin fee / account holder | $1,239 | $7,191-82.8% | $10,363-88.0% | $6,918-82.1% |