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 6-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 | $51,147 | $167,484-69.5% | $151,611-66.3% | $134,475-62.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -14.17% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $525 | $6,829-92.3% | $6,166-91.5% | $4,740-88.9% |
| Participant deferral / active EE | $8,131 | $8,986-9.5% | $8,363-2.8% | $6,400+27.0% |
| Admin fee / account holder | $577 | $13,783-95.8% | $11,616-95.0% | $11,426-95.0% |