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 | $12,086 | $45,863-73.6% | $77,024-84.3% | $68,494-82.4% |
| Participation rate | 97.2% | 55.9%+41.3pp | 67.9%+29.3pp | 67.9%+29.3pp |
| Annual return | -17.28% | 1.72%-19.0pp | 42.32%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $111 | $1,650-93.2% | $2,812-96.0% | $2,596-95.7% |
| Participant deferral / active EE | $1,522 | $2,962-48.6% | $4,426-65.6% | $4,027-62.2% |
| Admin fee / account holder | $969 | $3,041-68.1% | $5,425-82.1% | $5,403-82.1% |