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 | $97,160 | $84,527+14.9% | $67,711+43.5% | $125,391-22.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | -3.51% | 2.57%-6.1pp | 25.41%-28.9pp | 282.22%-285.7pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,380 | $4,429-68.8% | $3,585-61.5% | $5,352-74.2% |
| Admin fee / account holder | $4,342 | $5,340-18.7% | $4,255+2.0% | $9,540-54.5% |