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 | $102,319 | $105,860-3.3% | $90,749+12.7% | $134,475-23.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -14.84% | -11.01%-3.8pp | -12.16%-2.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $496 | $3,462-85.7% | $2,921-83.0% | $4,740-89.5% |
| Participant deferral / active EE | $2,375 | $5,216-54.5% | $4,564-48.0% | $6,400-62.9% |
| Admin fee / account holder | $19,569 | $13,938+40.4% | $8,445+131.7% | $11,426+71.3% |