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 | $39,614 | $45,566-13.1% | $64,105-38.2% | $59,632-33.6% |
| Participation rate | 88.9% | 60.2%+28.7pp | 68.2%+20.7pp | 68.7%+20.2pp |
| Annual return | -0.57% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $118 | $934-87.4% | $1,820-93.5% | $2,203-94.6% |
| Participant deferral / active EE | $1,181 | $2,057-42.6% | $2,822-58.1% | $3,192-63.0% |
| Admin fee / account holder | $306 | $3,268-90.6% | $4,499-93.2% | $4,297-92.9% |