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 4-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 | $71,420 | $73,867-3.3% | $143,757-50.3% | $68,494+4.3% |
| Participation rate | 70.4% | 66.7%+3.7pp | 80.3%-9.9pp | 67.9%+2.5pp |
| Annual return | -15.60% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $107 | $3,184-96.7% | $4,951-97.8% | $2,596-95.9% |
| Participant deferral / active EE | $1,902 | $3,384-43.8% | $5,637-66.3% | $4,027-52.8% |
| Admin fee / account holder | $7,300 | $5,755+26.8% | $14,673-50.3% | $5,403+35.1% |