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 8-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 | $40,953 | $82,032-50.1% | $123,104-66.7% | $59,632-31.3% |
| Participation rate | 83.6% | 83.2%+0.4pp | 86.8%-3.2pp | 68.7%+14.9pp |
| Annual return | -1.86% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $822 | $3,297-75.1% | $5,151-84.0% | $2,203-62.7% |
| Participant deferral / active EE | $5,479 | $4,667+17.4% | $6,230-12.1% | $3,192+71.7% |
| Admin fee / account holder | $3,333 | $5,881-43.3% | $9,015-63.0% | $4,297-22.4% |