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 | $55,619 | $131,829-57.8% | $108,579-48.8% | $273,961-79.7% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 9.71% | -91.57%+101.3pp | -51.70%+61.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $314 | $4,912-93.6% | $3,758-91.7% | $4,869-93.6% |
| Participant deferral / active EE | $1,722 | $5,127-66.4% | $4,311-60.0% | $5,287-67.4% |
| Admin fee / account holder | $8,686 | $10,252-15.3% | $7,645+13.6% | $10,132-14.3% |