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 | $49,242 | $57,354-14.1% | $83,848-41.3% | $64,186-23.3% |
| Participation rate | 70.0% | 68.6%+1.4pp | 76.1%-6.1pp | 69.6%+0.4pp |
| Annual return | -5.21% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $371 | $2,545-85.4% | $3,631-89.8% | $2,381-84.4% |
| Participant deferral / active EE | $2,245 | $2,993-25.0% | $4,082-45.0% | $3,470-35.3% |
| Admin fee / account holder | $2,721 | $4,046-32.7% | $5,478-50.3% | $4,888-44.3% |