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 | $26,252 | $57,354-54.2% | $83,848-68.7% | $64,186-59.1% |
| Participation rate | 78.5% | 68.6%+9.9pp | 76.1%+2.3pp | 69.6%+8.9pp |
| Annual return | -6.25% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $456 | $2,545-82.1% | $3,631-87.4% | $2,381-80.8% |
| Participant deferral / active EE | $2,422 | $2,993-19.1% | $4,082-40.7% | $3,470-30.2% |
| Admin fee / account holder | $451 | $4,046-88.9% | $5,478-91.8% | $4,888-90.8% |