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 | $45,804 | $62,586-26.8% | $76,768-40.3% | $64,186-28.6% |
| Participation rate | 96.1% | 72.8%+23.3pp | 77.0%+19.1pp | 69.6%+26.5pp |
| Annual return | -6.02% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $213 | $1,832-88.4% | $2,485-91.4% | $2,381-91.0% |
| Participant deferral / active EE | $8,465 | $3,145+169.2% | $3,852+119.8% | $3,470+144.0% |
| Admin fee / account holder | $3,727 | $4,667-20.1% | $6,675-44.2% | $4,888-23.8% |