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 | $56,958 | $52,681+8.1% | $75,781-24.8% | $59,632-4.5% |
| Participation rate | 89.1% | 67.2%+21.9pp | 75.8%+13.3pp | 68.7%+20.4pp |
| Annual return | -1.55% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $169 | $2,193-92.3% | $3,323-94.9% | $2,203-92.3% |
| Participant deferral / active EE | $3,001 | $2,591+15.8% | $3,651-17.8% | $3,192-6.0% |
| Admin fee / account holder | $1,729 | $3,610-52.1% | $5,299-67.4% | $4,297-59.8% |