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 7-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 | $186,780 | $81,900+128.1% | $119,609+56.2% | $68,494+172.7% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -17.27% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,090 | $4,148+167.4% | $5,602+98.0% | $4,027+175.4% |
| Admin fee / account holder | $10,899 | $6,582+65.6% | $10,323+5.6% | $5,403+101.7% |