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 5-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 | $30,554 | $86,929-64.9% | $102,423-70.2% | $80,856-62.2% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 0.00% | 18.88%-18.9pp | 29.32%-29.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $283 | $2,369-88.1% | $3,023-90.6% | $2,755-89.7% |
| Participant deferral / active EE | $2,107 | $4,118-48.8% | $5,053-58.3% | $4,296-51.0% |
| Admin fee / account holder | $2,742 | $8,049-65.9% | $9,451-71.0% | $6,918-60.4% |