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 | $87,292 | $142,344-38.7% | $119,609-27.0% | $134,475-35.1% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -16.09% | -12.44%-3.7pp | -14.97%-1.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $734 | $5,222-85.9% | $4,232-82.7% | $4,740-84.5% |
| Participant deferral / active EE | $5,435 | $6,469-16.0% | $5,602-3.0% | $6,400-15.1% |
| Admin fee / account holder | $3,645 | $13,584-73.2% | $10,323-64.7% | $11,426-68.1% |