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 | $55,989 | $110,094-49.1% | $151,611-63.1% | $68,494-18.3% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -8.25% | -10.12%+1.9pp | 3.33%-11.6pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,281 | $4,471-71.3% | $6,166-79.2% | $2,596-50.6% |
| Participant deferral / active EE | $4,459 | $6,527-31.7% | $8,363-46.7% | $4,027+10.7% |
| Admin fee / account holder | $6,203 | $7,719-19.6% | $11,616-46.6% | $5,403+14.8% |