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 | $14,553 | $76,000-80.9% | $154,107-90.6% | $64,186-77.3% |
| Participation rate | 77.4% | 70.4%+7.0pp | 83.0%-5.6pp | 69.6%+7.9pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $292 | $3,351-91.3% | $5,298-94.5% | $2,381-87.7% |
| Participant deferral / active EE | $1,750 | $3,175-44.9% | $5,081-65.6% | $3,470-49.6% |
| Admin fee / account holder | $535 | $5,596-90.4% | $13,411-96.0% | $4,888-89.1% |