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 | $86,599 | $129,942-33.4% | $104,294-17.0% | $134,475-35.6% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -19.56% | 42.03%-61.6pp | 24.61%-44.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $483 | $4,184-88.4% | $3,372-85.7% | $4,740-89.8% |
| Participant deferral / active EE | $6,455 | $5,588+15.5% | $4,625+39.6% | $6,400+0.9% |
| Admin fee / account holder | $722 | $9,323-92.3% | $7,339-90.2% | $11,426-93.7% |