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 | $26,676 | $54,726-51.3% | $68,793-61.2% | $64,186-58.4% |
| Participation rate | 81.8% | 68.0%+13.8pp | 72.2%+9.6pp | 69.6%+12.2pp |
| Annual return | -6.39% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,525 | $2,626-3.8% | $3,311-23.7% | $3,470-27.2% |
| Admin fee / account holder | $437 | $4,027-89.1% | $5,131-91.5% | $4,888-91.1% |