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 | $39,319 | $127,386-69.1% | $115,037-65.8% | $125,391-68.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.02% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $756 | $5,166-85.4% | $4,608-83.6% | $4,866-84.5% |
| Participant deferral / active EE | $5,914 | $6,423-7.9% | $6,026-1.9% | $5,352+10.5% |
| Admin fee / account holder | $2,993 | $9,516-68.5% | $8,175-63.4% | $9,540-68.6% |