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 | $42,561 | $113,935-62.6% | $94,224-54.8% | $125,391-66.1% |
| Participation rate | 70.0% | 82.9%-12.9pp | 78.8%-8.8pp | 83.2%-13.2pp |
| Annual return | -2.40% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,391 | $5,179+23.4% | $4,320+47.9% | $5,352+19.4% |
| Admin fee / account holder | $15,624 | $8,391+86.2% | $6,269+149.2% | $9,540+63.8% |