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 | $181,492 | $95,862+89.3% | $79,550+128.1% | $134,475+35.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -11.29% | -2.69%-8.6pp | 0.16%-11.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $132 | $3,128-95.8% | $2,413-94.5% | $4,740-97.2% |
| Participant deferral / active EE | $7,983 | $4,693+70.1% | $3,985+100.3% | $6,400+24.7% |
| Admin fee / account holder | $3,505 | $9,126-61.6% | $6,832-48.7% | $11,426-69.3% |