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 9-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 | $91,618 | $140,588-34.8% | $123,104-25.6% | $125,391-26.9% |
| Participation rate | 88.2% | 88.2%0pp | 86.8%+1.5pp | 83.2%+5.0pp |
| Annual return | -0.78% | 16.80%-17.6pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $611 | $6,041-89.9% | $5,151-88.1% | $4,866-87.4% |
| Participant deferral / active EE | $3,687 | $6,980-47.2% | $6,230-40.8% | $5,352-31.1% |
| Admin fee / account holder | $2,087 | $11,198-81.4% | $9,015-76.9% | $9,540-78.1% |