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 | $30,931 | $95,862-67.7% | $79,550-61.1% | $134,475-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.92% | -2.69%-16.2pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $349 | $3,128-88.9% | $2,413-85.6% | $4,740-92.6% |
| Participant deferral / active EE | $1,753 | $4,693-62.7% | $3,985-56.0% | $6,400-72.6% |
| Admin fee / account holder | $758 | $9,126-91.7% | $6,832-88.9% | $11,426-93.4% |