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 | $63,029 | $106,115-40.6% | $85,969-26.7% | $125,391-49.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 76.5%+13.5pp | 83.2%+6.8pp |
| Annual return | -1.61% | 13.93%-15.5pp | 9.32%-10.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $479 | $4,537-89.5% | $3,474-86.2% | $4,866-90.2% |
| Participant deferral / active EE | $3,600 | $4,859-25.9% | $3,829-6.0% | $5,352-32.7% |
| Admin fee / account holder | $752 | $8,144-90.8% | $6,053-87.6% | $9,540-92.1% |