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 | $64,830 | $78,422-17.3% | $95,952-32.4% | $79,858-18.8% |
| Participation rate | 70.6% | 73.5%-2.9pp | 77.1%-6.5pp | 69.6%+1.0pp |
| Annual return | 21.19% | 19.37%+1.8pp | 91.61%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,049 | $3,440-40.4% | $4,167-50.8% | $3,740-45.2% |
| Admin fee / account holder | $652 | $5,622-88.4% | $6,795-90.4% | $5,306-87.7% |