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 | $138,357 | $105,860+30.7% | $90,749+52.5% | $134,475+2.9% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -17.16% | -11.01%-6.1pp | -12.16%-5.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $357 | $3,462-89.7% | $2,921-87.8% | $4,740-92.5% |
| Participant deferral / active EE | $2,421 | $5,216-53.6% | $4,564-47.0% | $6,400-62.2% |
| Admin fee / account holder | $394 | $13,938-97.2% | $8,445-95.3% | $11,426-96.5% |