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 | $51,628 | $99,032-47.9% | $80,019-35.5% | $135,375-61.9% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -5.75% | 15.39%-21.1pp | 11.22%-17.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $335 | $3,043-89.0% | $2,468-86.4% | $4,779-93.0% |
| Participant deferral / active EE | $2,232 | $4,282-47.9% | $3,686-39.4% | $5,609-60.2% |
| Admin fee / account holder | $991 | $10,436-90.5% | $6,521-84.8% | $10,827-90.9% |