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 | $151,717 | $105,860+43.3% | $90,749+67.2% | $134,475+12.8% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -11.93% | -11.01%-0.9pp | -12.16%+0.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $442 | $3,462-87.2% | $2,921-84.9% | $4,740-90.7% |
| Participant deferral / active EE | $2,893 | $5,216-44.5% | $4,564-36.6% | $6,400-54.8% |
| Admin fee / account holder | $54,333 | $13,938+289.8% | $8,445+543.4% | $11,426+375.5% |