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 | $21,058 | $54,726-61.5% | $68,793-69.4% | $64,186-67.2% |
| Participation rate | 80.6% | 68.0%+12.6pp | 72.2%+8.4pp | 69.6%+11.1pp |
| Annual return | -4.17% | -1.62%-2.5pp | -4.63%+0.5pp | 7.63%-11.8pp |
| Employer contribution / active EE | $226 | $1,846-87.8% | $2,625-91.4% | $2,381-90.5% |
| Participant deferral / active EE | $1,018 | $2,626-61.2% | $3,311-69.3% | $3,470-70.7% |
| Admin fee / account holder | $7,454 | $4,027+85.1% | $5,131+45.3% | $4,888+52.5% |