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 | $60,027 | $71,883-16.5% | $86,677-30.7% | $68,494-12.4% |
| Participation rate | 91.8% | 72.2%+19.6pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -14.63% | 3.52%-18.2pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $421 | $2,173-80.6% | $2,836-85.2% | $2,596-83.8% |
| Participant deferral / active EE | $2,415 | $3,779-36.1% | $4,656-48.1% | $4,027-40.0% |
| Admin fee / account holder | $4,371 | $6,112-28.5% | $7,493-41.7% | $5,403-19.1% |