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 | $23,979 | $71,883-66.6% | $86,677-72.3% | $68,494-65.0% |
| Participation rate | 74.0% | 72.2%+1.8pp | 76.6%-2.6pp | 67.9%+6.1pp |
| Annual return | -16.96% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $475 | $2,173-78.2% | $2,836-83.3% | $2,596-81.7% |
| Participant deferral / active EE | $12,187 | $3,779+222.5% | $4,656+161.8% | $4,027+202.6% |
| Admin fee / account holder | $6,118 | $6,112+0.1% | $7,493-18.4% | $5,403+13.2% |