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 | $70,776 | $85,790-17.5% | $67,313+5.1% | $135,375-47.7% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 82.6%-12.1pp |
| Annual return | 7.94% | -0.54%+8.5pp | -4.08%+12.0pp | 519.73%-511.8pp |
| Employer contribution / active EE | $365 | $3,487-89.5% | $2,566-85.8% | $4,779-92.4% |
| Participant deferral / active EE | $2,731 | $4,651-41.3% | $3,568-23.5% | $5,609-51.3% |
| Admin fee / account holder | $4,259 | $6,392-33.4% | $4,507-5.5% | $10,827-60.7% |