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 | $41,675 | $57,354-27.3% | $83,848-50.3% | $64,186-35.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $538 | $2,545-78.9% | $3,631-85.2% | $2,381-77.4% |
| Participant deferral / active EE | $4,294 | $2,993+43.4% | $4,082+5.2% | $3,470+23.7% |
| Admin fee / account holder | $612 | $4,046-84.9% | $5,478-88.8% | $4,888-87.5% |