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 | $67,095 | $62,586+7.2% | $76,768-12.6% | $64,186+4.5% |
| Participation rate | 75.9% | 72.8%+3.0pp | 77.0%-1.1pp | 69.6%+6.3pp |
| Annual return | -5.11% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,626 | $3,145-48.3% | $3,852-57.8% | $3,470-53.1% |
| Admin fee / account holder | $3,608 | $4,667-22.7% | $6,675-46.0% | $4,888-26.2% |