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 | $59,610 | $69,010-13.6% | $159,960-62.7% | $68,494-13.0% |
| Participation rate | 87.5% | 65.4%+22.1pp | 78.0%+9.5pp | 67.9%+19.6pp |
| Annual return | -15.69% | -9.65%-6.0pp | 408.60%-424.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $426 | $2,213-80.8% | $4,226-89.9% | $2,596-83.6% |
| Participant deferral / active EE | $3,391 | $4,212-19.5% | $6,182-45.2% | $4,027-15.8% |
| Admin fee / account holder | $3,840 | $4,798-20.0% | $8,698-55.9% | $5,403-28.9% |