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 | $138,415 | $142,344-2.8% | $119,609+15.7% | $134,475+2.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.63% | -12.44%+3.8pp | -14.97%+6.3pp | 417.96%-426.6pp |
| Employer contribution / active EE | $886 | $5,222-83.0% | $4,232-79.1% | $4,740-81.3% |
| Participant deferral / active EE | $6,750 | $6,469+4.3% | $5,602+20.5% | $6,400+5.5% |
| Admin fee / account holder | $3,587 | $13,584-73.6% | $10,323-65.3% | $11,426-68.6% |