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 | $31,558 | $62,586-49.6% | $76,768-58.9% | $64,186-50.8% |
| Participation rate | 98.9% | 72.8%+26.1pp | 77.0%+21.9pp | 69.6%+29.3pp |
| Annual return | -6.91% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $307 | $1,832-83.3% | $2,485-87.7% | $2,381-87.1% |
| Participant deferral / active EE | $1,588 | $3,145-49.5% | $3,852-58.8% | $3,470-54.2% |
| Admin fee / account holder | $1,855 | $4,667-60.3% | $6,675-72.2% | $4,888-62.1% |