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 | $41,844 | $57,354-27.0% | $83,848-50.1% | $64,186-34.8% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | -5.96% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $383 | $2,545-85.0% | $3,631-89.5% | $2,381-83.9% |
| Participant deferral / active EE | $2,454 | $2,993-18.0% | $4,082-39.9% | $3,470-29.3% |
| Admin fee / account holder | $899 | $4,046-77.8% | $5,478-83.6% | $4,888-81.6% |