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 | $65,800 | $69,977-6.0% | $108,579-39.4% | $62,891+4.6% |
| Participation rate | 87.8% | 72.9%+14.9pp | 79.6%+8.2pp | 69.3%+18.4pp |
| Annual return | 8.37% | 10.73%-2.4pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,797 | $3,165-43.2% | $4,311-58.3% | $3,203-43.9% |
| Admin fee / account holder | $1,613 | $5,076-68.2% | $7,645-78.9% | $4,296-62.4% |