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 | $42,656 | $62,586-31.8% | $76,768-44.4% | $64,186-33.5% |
| Participation rate | 70.6% | 72.8%-2.2pp | 77.0%-6.4pp | 69.6%+1.0pp |
| Annual return | -1.66% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $336 | $1,832-81.7% | $2,485-86.5% | $2,381-85.9% |
| Participant deferral / active EE | $3,483 | $3,145+10.7% | $3,852-9.6% | $3,470+0.4% |
| Admin fee / account holder | $2,028 | $4,667-56.6% | $6,675-69.6% | $4,888-58.5% |