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 | $43,539 | $58,577-25.7% | $83,333-47.8% | $64,186-32.2% |
| Participation rate | 83.8% | 72.0%+11.7pp | 77.8%+6.0pp | 69.6%+14.2pp |
| Annual return | -7.49% | 9.65%-17.1pp | 10.63%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,834 | $4,654-17.6% | $5,565-31.1% | $3,470+10.5% |
| Admin fee / account holder | $1,839 | $9,275-80.2% | $7,510-75.5% | $4,888-62.4% |