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 | $92,098 | $133,958-31.2% | $112,228-17.9% | $134,475-31.5% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -14.05% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $393 | $4,038-90.3% | $3,635-89.2% | $4,740-91.7% |
| Participant deferral / active EE | $1,673 | $5,291-68.4% | $4,728-64.6% | $6,400-73.9% |
| Admin fee / account holder | $6,261 | $7,489-16.4% | $6,410-2.3% | $11,426-45.2% |