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 | $67,912 | $71,883-5.5% | $86,677-21.6% | $68,494-0.9% |
| Participation rate | 94.9% | 72.2%+22.7pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -17.02% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $270 | $2,173-87.6% | $2,836-90.5% | $2,596-89.6% |
| Participant deferral / active EE | $12,320 | $3,779+226.0% | $4,656+164.6% | $4,027+205.9% |
| Admin fee / account holder | $16,599 | $6,112+171.6% | $7,493+121.5% | $5,403+207.2% |