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 4-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 | $64,115 | $105,860-39.4% | $90,749-29.3% | $134,475-52.3% |
| Participation rate | 77.3% | 78.2%-1.0pp | 75.7%+1.6pp | 81.2%-3.9pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $348 | $3,462-89.9% | $2,921-88.1% | $4,740-92.7% |
| Participant deferral / active EE | $2,531 | $5,216-51.5% | $4,564-44.5% | $6,400-60.4% |
| Admin fee / account holder | $414 | $13,938-97.0% | $8,445-95.1% | $11,426-96.4% |