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 | $99,003 | $149,333-33.7% | $106,387-6.9% | $135,375-26.9% |
| Participation rate | 95.0% | 81.5%+13.5pp | 77.5%+17.5pp | 82.6%+12.4pp |
| Annual return | -6.92% | 0.52%-7.4pp | 0.25%-7.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $570 | $4,984-88.6% | $3,520-83.8% | $4,779-88.1% |
| Participant deferral / active EE | $9,009 | $7,230+24.6% | $5,421+66.2% | $5,609+60.6% |
| Admin fee / account holder | $5,219 | $15,952-67.3% | $7,510-30.5% | $10,827-51.8% |