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 | $34,582 | $64,707-46.6% | $112,228-69.2% | $68,494-49.5% |
| Participation rate | 72.2% | 67.2%+5.1pp | 75.1%-2.8pp | 67.9%+4.3pp |
| Annual return | -14.56% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,644 | $3,565+30.3% | $4,728-1.8% | $4,027+15.3% |
| Admin fee / account holder | $353 | $5,232-93.3% | $6,410-94.5% | $5,403-93.5% |