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 5-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 | $37,626 | $82,664-54.5% | $125,339-70.0% | $68,494-45.1% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.70% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $86 | $3,381-97.5% | $4,814-98.2% | $2,596-96.7% |
| Participant deferral / active EE | $11,002 | $6,110+80.0% | $7,446+47.7% | $4,027+173.2% |
| Admin fee / account holder | $6,346 | $6,275+1.1% | $10,010-36.6% | $5,403+17.5% |