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 | $62,734 | $69,515-9.8% | $86,874-27.8% | $85,850-26.9% |
| Participation rate | 81.0% | 66.3%+14.6pp | 71.6%+9.3pp | 69.3%+11.6pp |
| Annual return | 12.44% | 20.12%-7.7pp | 63.52%-51.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $14 | $1,880-99.3% | $2,495-99.4% | $2,565-99.5% |
| Participant deferral / active EE | $2,191 | $2,919-24.9% | $3,699-40.8% | $3,952-44.6% |
| Admin fee / account holder | $18,778 | $5,972+214.4% | $5,828+222.2% | $6,260+200.0% |