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 | $135,698 | $113,935+19.1% | $94,224+44.0% | $125,391+8.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.27% | 5.29%-5.0pp | 10.68%-10.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $493 | $4,727-89.6% | $3,587-86.2% | $4,866-89.9% |
| Participant deferral / active EE | $2,000 | $5,179-61.4% | $4,320-53.7% | $5,352-62.6% |
| Admin fee / account holder | $4,470 | $8,391-46.7% | $6,269-28.7% | $9,540-53.2% |