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 | $116,942 | $78,694+48.6% | $67,652+72.9% | $125,391-6.7% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -1.50% | 9.46%-11.0pp | 6625.04%-6626.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $233 | $3,044-92.3% | $2,266-89.7% | $4,866-95.2% |
| Participant deferral / active EE | $4,660 | $4,292+8.6% | $3,560+30.9% | $5,352-12.9% |
| Admin fee / account holder | $357 | $7,403-95.2% | $4,821-92.6% | $9,540-96.3% |