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 | $76,193 | $168,632-54.8% | $147,614-48.4% | $125,391-39.2% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 0.63% | 77.65%-77.0pp | 61.98%-61.3pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,180 | $6,252-81.1% | $5,564-78.8% | $4,866-75.7% |
| Participant deferral / active EE | $3,403 | $5,507-38.2% | $4,895-30.5% | $5,352-36.4% |
| Admin fee / account holder | $1,086 | $13,580-92.0% | $11,611-90.7% | $9,540-88.6% |