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 | $25,672 | $73,867-65.2% | $143,757-82.1% | $68,494-62.5% |
| Participation rate | 72.9% | 66.7%+6.2pp | 80.3%-7.4pp | 67.9%+5.0pp |
| Annual return | 4.41% | 1.01%+3.4pp | -0.04%+4.5pp | -7.84%+12.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,743 | $3,384-19.0% | $5,637-51.3% | $4,027-31.9% |
| Admin fee / account holder | $5,388 | $5,755-6.4% | $14,673-63.3% | $5,403-0.3% |