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 7-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 | $20,052 | $59,107-66.1% | $86,436-76.8% | $68,494-70.7% |
| Participation rate | 73.2% | 75.2%-2.1pp | 80.3%-7.2pp | 67.9%+5.3pp |
| Annual return | -12.32% | -0.23%-12.1pp | 4394.89%-4407.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,493 | $5,901+162.5% | $6,952+122.9% | $4,027+284.7% |
| Admin fee / account holder | $3,130 | $5,637-44.5% | $6,731-53.5% | $5,403-42.1% |