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 | $40,213 | $61,660-34.8% | $80,019-49.7% | $64,186-37.3% |
| Participation rate | 89.2% | 71.7%+17.5pp | 75.8%+13.4pp | 69.6%+19.7pp |
| Annual return | -6.46% | -0.33%-6.1pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $354 | $1,810-80.5% | $2,468-85.7% | $2,381-85.1% |
| Participant deferral / active EE | $2,640 | $2,968-11.0% | $3,686-28.4% | $3,470-23.9% |
| Admin fee / account holder | $1,194 | $5,417-78.0% | $6,521-81.7% | $4,888-75.6% |