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 | $57,189 | $71,883-20.4% | $86,677-34.0% | $68,494-16.5% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.7pp | 67.9%+20.3pp |
| Annual return | -15.59% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $191 | $2,173-91.2% | $2,836-93.3% | $2,596-92.6% |
| Participant deferral / active EE | $2,867 | $3,779-24.1% | $4,656-38.4% | $4,027-28.8% |
| Admin fee / account holder | $652 | $6,112-89.3% | $7,493-91.3% | $5,403-87.9% |