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 | $64,690 | $71,883-10.0% | $86,677-25.4% | $68,494-5.6% |
| Participation rate | 82.1% | 72.2%+9.8pp | 76.6%+5.5pp | 67.9%+14.2pp |
| Annual return | -18.58% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $415 | $2,173-80.9% | $2,836-85.4% | $2,596-84.0% |
| Participant deferral / active EE | $3,492 | $3,779-7.6% | $4,656-25.0% | $4,027-13.3% |
| Admin fee / account holder | $648 | $6,112-89.4% | $7,493-91.4% | $5,403-88.0% |