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 | $55,025 | $168,632-67.4% | $147,614-62.7% | $125,391-56.1% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | 0.13% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,223 | $5,507-59.6% | $4,895-54.6% | $5,352-58.5% |
| Admin fee / account holder | $6,684 | $13,580-50.8% | $11,611-42.4% | $9,540-29.9% |