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 | $74,527 | $131,829-43.5% | $108,579-31.4% | $273,961-72.8% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 7.15% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $724 | $4,912-85.3% | $3,758-80.7% | $4,869-85.1% |
| Participant deferral / active EE | $4,545 | $5,127-11.4% | $4,311+5.4% | $5,287-14.0% |
| Admin fee / account holder | $384 | $10,252-96.3% | $7,645-95.0% | $10,132-96.2% |