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 | $238,272 | $142,344+67.4% | $119,609+99.2% | $134,475+77.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.36% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $696 | $5,222-86.7% | $4,232-83.6% | $4,740-85.3% |
| Participant deferral / active EE | $5,283 | $6,469-18.3% | $5,602-5.7% | $6,400-17.4% |
| Admin fee / account holder | $2,780 | $13,584-79.5% | $10,323-73.1% | $11,426-75.7% |