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 | $71,591 | $129,942-44.9% | $104,294-31.4% | $134,475-46.8% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -13.28% | 42.03%-55.3pp | 24.61%-37.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $644 | $4,184-84.6% | $3,372-80.9% | $4,740-86.4% |
| Participant deferral / active EE | $4,011 | $5,588-28.2% | $4,625-13.3% | $6,400-37.3% |
| Admin fee / account holder | $2,238 | $9,323-76.0% | $7,339-69.5% | $11,426-80.4% |