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 | $67,279 | $71,883-6.4% | $86,677-22.4% | $68,494-1.8% |
| Participation rate | 90.4% | 72.2%+18.1pp | 76.6%+13.8pp | 67.9%+22.5pp |
| Annual return | -16.11% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,561 | $3,779-5.8% | $4,656-23.5% | $4,027-11.6% |
| Admin fee / account holder | $1,776 | $6,112-70.9% | $7,493-76.3% | $5,403-67.1% |