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 | $44,260 | $82,032-46.0% | $123,104-64.0% | $59,632-25.8% |
| Participation rate | 86.8% | 83.2%+3.6pp | 86.8%+0.1pp | 68.7%+18.2pp |
| Annual return | -1.86% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $509 | $3,297-84.6% | $5,151-90.1% | $2,203-76.9% |
| Participant deferral / active EE | $5,240 | $4,667+12.3% | $6,230-15.9% | $3,192+64.2% |
| Admin fee / account holder | $1,940 | $5,881-67.0% | $9,015-78.5% | $4,297-54.9% |