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 | $32,087 | $43,327-25.9% | $59,878-46.4% | $64,186-50.0% |
| Participation rate | 78.8% | 69.2%+9.6pp | 74.7%+4.1pp | 69.6%+9.2pp |
| Annual return | -2.89% | -1.55%-1.3pp | 3.46%-6.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $117 | $2,028-94.2% | $2,722-95.7% | $2,381-95.1% |
| Participant deferral / active EE | $1,060 | $2,546-58.4% | $3,402-68.8% | $3,470-69.4% |
| Admin fee / account holder | $1,992 | $3,005-33.7% | $3,590-44.5% | $4,888-59.2% |