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 | $31,057 | $52,681-41.0% | $75,781-59.0% | $59,632-47.9% |
| Participation rate | 70.2% | 67.2%+3.0pp | 75.8%-5.6pp | 68.7%+1.5pp |
| Annual return | -1.14% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $243 | $2,193-88.9% | $3,323-92.7% | $2,203-89.0% |
| Participant deferral / active EE | $2,090 | $2,591-19.3% | $3,651-42.8% | $3,192-34.5% |
| Admin fee / account holder | $1,144 | $3,610-68.3% | $5,299-78.4% | $4,297-73.4% |