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 | $44,156 | $61,660-28.4% | $80,019-44.8% | $64,186-31.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.50% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $253 | $1,810-86.0% | $2,468-89.8% | $2,381-89.4% |
| Participant deferral / active EE | $2,515 | $2,968-15.3% | $3,686-31.8% | $3,470-27.5% |
| Admin fee / account holder | $746 | $5,417-86.2% | $6,521-88.6% | $4,888-84.7% |