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 | $144,305 | $100,754+43.2% | $86,677+66.5% | $134,475+7.3% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -18.59% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $609 | $3,489-82.6% | $2,836-78.5% | $4,740-87.2% |
| Participant deferral / active EE | $6,085 | $5,338+14.0% | $4,656+30.7% | $6,400-4.9% |
| Admin fee / account holder | $18,970 | $10,926+73.6% | $7,493+153.2% | $11,426+66.0% |