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 | $63,049 | $133,958-52.9% | $112,228-43.8% | $134,475-53.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -15.35% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $155 | $4,038-96.2% | $3,635-95.7% | $4,740-96.7% |
| Participant deferral / active EE | $2,113 | $5,291-60.1% | $4,728-55.3% | $6,400-67.0% |
| Admin fee / account holder | $12,780 | $7,489+70.7% | $6,410+99.4% | $11,426+11.9% |