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 | $20,546 | $56,053-63.3% | $75,972-73.0% | $80,856-74.6% |
| Participation rate | 75.0% | 62.0%+13.0pp | 69.1%+5.9pp | 67.6%+7.4pp |
| Annual return | 10.19% | 20.53%-10.3pp | 359.55%-349.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,303 | $3,052-24.5% | $4,255-45.9% | $4,296-46.4% |
| Admin fee / account holder | $1,631 | $5,234-68.8% | $6,467-74.8% | $6,918-76.4% |