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 | $60,762 | $92,222-34.1% | $76,768-20.8% | $135,375-55.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -6.33% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $505 | $3,216-84.3% | $2,485-79.7% | $4,779-89.4% |
| Participant deferral / active EE | $5,047 | $4,509+11.9% | $3,852+31.0% | $5,609-10.0% |
| Admin fee / account holder | $10,592 | $10,748-1.5% | $6,675+58.7% | $10,827-2.2% |