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 | $108,361 | $100,754+7.5% | $86,677+25.0% | $134,475-19.4% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -19.63% | 29.04%-48.7pp | 35.91%-55.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $528 | $3,489-84.9% | $2,836-81.4% | $4,740-88.9% |
| Participant deferral / active EE | $3,425 | $5,338-35.8% | $4,656-26.4% | $6,400-46.5% |
| Admin fee / account holder | $1,864 | $10,926-82.9% | $7,493-75.1% | $11,426-83.7% |