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 | $92,998 | $50,464+84.3% | $75,781+22.7% | $52,331+77.7% |
| Participation rate | 83.2% | 66.8%+16.4pp | 75.8%+7.4pp | 68.1%+15.1pp |
| Annual return | 0.61% | 1.03%-0.4pp | 9.68%-9.1pp | 4.54%-3.9pp |
| Employer contribution / active EE | $345 | $1,988-82.6% | $3,323-89.6% | $1,882-81.7% |
| Participant deferral / active EE | $1,103 | $2,570-57.1% | $3,651-69.8% | $3,022-63.5% |
| Admin fee / account holder | $4,778 | $1,103+333.2% | $5,299-9.8% | $592+707.6% |