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 | $57,138 | $92,222-38.0% | $76,768-25.6% | $135,375-57.8% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -5.83% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $555 | $3,216-82.7% | $2,485-77.6% | $4,779-88.4% |
| Participant deferral / active EE | $4,318 | $4,509-4.2% | $3,852+12.1% | $5,609-23.0% |
| Admin fee / account holder | $7,615 | $10,748-29.1% | $6,675+14.1% | $10,827-29.7% |