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 | $64,093 | $92,222-30.5% | $76,768-16.5% | $135,375-52.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -0.91% | 5.46%-6.4pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $499 | $3,216-84.5% | $2,485-79.9% | $4,779-89.6% |
| Participant deferral / active EE | $2,737 | $4,509-39.3% | $3,852-28.9% | $5,609-51.2% |
| Admin fee / account holder | $844 | $10,748-92.1% | $6,675-87.3% | $10,827-92.2% |