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 | $27,359 | $131,829-79.2% | $108,579-74.8% | $273,961-90.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 3.37% | -91.57%+94.9pp | -51.70%+55.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $563 | $4,912-88.5% | $3,758-85.0% | $4,869-88.4% |
| Participant deferral / active EE | $5,296 | $5,127+3.3% | $4,311+22.9% | $5,287+0.2% |
| Admin fee / account holder | $997 | $10,252-90.3% | $7,645-87.0% | $10,132-90.2% |