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 | $45,410 | $56,357-19.4% | $104,294-56.5% | $68,494-33.7% |
| Participation rate | 76.7% | 63.3%+13.5pp | 73.3%+3.5pp | 67.9%+8.9pp |
| Annual return | -12.81% | -9.19%-3.6pp | 24.61%-37.4pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,408 | $3,077+10.8% | $4,625-26.3% | $4,027-15.4% |
| Admin fee / account holder | $1,719 | $4,903-64.9% | $7,339-76.6% | $5,403-68.2% |