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 | $94,965 | $92,222+3.0% | $76,768+23.7% | $135,375-29.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -5.05% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $148 | $3,216-95.4% | $2,485-94.1% | $4,779-96.9% |
| Participant deferral / active EE | $1,411 | $4,509-68.7% | $3,852-63.4% | $5,609-74.8% |
| Admin fee / account holder | $3,565 | $10,748-66.8% | $6,675-46.6% | $10,827-67.1% |