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 | $78,836 | $57,354+37.5% | $83,848-6.0% | $64,186+22.8% |
| Participation rate | 93.3% | 68.6%+24.7pp | 76.1%+17.2pp | 69.6%+23.8pp |
| Annual return | -6.23% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $516 | $2,545-79.7% | $3,631-85.8% | $2,381-78.3% |
| Participant deferral / active EE | $3,157 | $2,993+5.5% | $4,082-22.6% | $3,470-9.0% |
| Admin fee / account holder | $2,073 | $4,046-48.8% | $5,478-62.2% | $4,888-57.6% |