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 | $51,980 | $73,004-28.8% | $90,749-42.7% | $68,494-24.1% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -9.72% | -13.81%+4.1pp | -12.16%+2.4pp | -7.84%-1.9pp |
| Employer contribution / active EE | $428 | $2,193-80.5% | $2,921-85.3% | $2,596-83.5% |
| Participant deferral / active EE | $3,982 | $3,627+9.8% | $4,564-12.8% | $4,027-1.1% |
| Admin fee / account holder | $5,167 | $5,896-12.4% | $8,445-38.8% | $5,403-4.4% |