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 | $50,167 | $57,354-12.5% | $83,848-40.2% | $64,186-21.8% |
| Participation rate | 70.3% | 68.6%+1.7pp | 76.1%-5.9pp | 69.6%+0.7pp |
| Annual return | -6.43% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $295 | $2,545-88.4% | $3,631-91.9% | $2,381-87.6% |
| Participant deferral / active EE | $3,280 | $2,993+9.6% | $4,082-19.6% | $3,470-5.5% |
| Admin fee / account holder | $681 | $4,046-83.2% | $5,478-87.6% | $4,888-86.1% |