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 | $76,785 | $57,354+33.9% | $83,848-8.4% | $64,186+19.6% |
| Participation rate | 77.6% | 68.6%+8.9pp | 76.1%+1.4pp | 69.6%+8.0pp |
| Annual return | -5.78% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $402 | $2,545-84.2% | $3,631-88.9% | $2,381-83.1% |
| Participant deferral / active EE | $4,177 | $2,993+39.6% | $4,082+2.3% | $3,470+20.4% |
| Admin fee / account holder | $17,959 | $4,046+343.9% | $5,478+227.8% | $4,888+267.4% |