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 | $98,962 | $57,354+72.5% | $83,848+18.0% | $64,186+54.2% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -4.60% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $202 | $2,545-92.1% | $3,631-94.4% | $2,381-91.5% |
| Participant deferral / active EE | $6,531 | $2,993+118.2% | $4,082+60.0% | $3,470+88.2% |
| Admin fee / account holder | $17,930 | $4,046+343.2% | $5,478+227.3% | $4,888+266.8% |