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 | $54,262 | $94,529-42.6% | $140,016-61.2% | $64,186-15.5% |
| Participation rate | 74.6% | 84.1%-9.4pp | 87.5%-12.8pp | 69.6%+5.1pp |
| Annual return | -4.70% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $356 | $3,812-90.7% | $5,606-93.7% | $2,381-85.1% |
| Participant deferral / active EE | $4,883 | $5,250-7.0% | $6,927-29.5% | $3,470+40.7% |
| Admin fee / account holder | $11,747 | $6,741+74.3% | $10,705+9.7% | $4,888+140.3% |