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 | $38,440 | $73,004-47.3% | $90,749-57.6% | $68,494-43.9% |
| Participation rate | 91.2% | 70.8%+20.3pp | 75.7%+15.5pp | 67.9%+23.3pp |
| Annual return | -14.58% | -13.81%-0.8pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $374 | $2,193-83.0% | $2,921-87.2% | $2,596-85.6% |
| Participant deferral / active EE | $2,081 | $3,627-42.6% | $4,564-54.4% | $4,027-48.3% |
| Admin fee / account holder | $858 | $5,896-85.4% | $8,445-89.8% | $5,403-84.1% |