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 | $75,212 | $73,004+3.0% | $90,749-17.1% | $68,494+9.8% |
| Participation rate | 75.6% | 70.8%+4.8pp | 75.7%-0.1pp | 67.9%+7.7pp |
| Annual return | -15.27% | -13.81%-1.5pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $356 | $2,193-83.8% | $2,921-87.8% | $2,596-86.3% |
| Participant deferral / active EE | $4,864 | $3,627+34.1% | $4,564+6.6% | $4,027+20.8% |
| Admin fee / account holder | $7,338 | $5,896+24.5% | $8,445-13.1% | $5,403+35.8% |