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 | $50,657 | $57,354-11.7% | $83,848-39.6% | $64,186-21.1% |
| Participation rate | 73.7% | 68.6%+5.1pp | 76.1%-2.5pp | 69.6%+4.1pp |
| Annual return | -6.67% | 11.38%-18.1pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $448 | $2,545-82.4% | $3,631-87.7% | $2,381-81.2% |
| Participant deferral / active EE | $3,889 | $2,993+29.9% | $4,082-4.7% | $3,470+12.1% |
| Admin fee / account holder | $2,561 | $4,046-36.7% | $5,478-53.2% | $4,888-47.6% |