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 | $49,205 | $50,958-3.4% | $74,550-34.0% | $64,186-23.3% |
| Participation rate | 81.4% | 61.1%+20.4pp | 69.1%+12.3pp | 69.6%+11.9pp |
| Annual return | -7.27% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $143 | $1,115-87.2% | $1,961-92.7% | $2,381-94.0% |
| Participant deferral / active EE | $3,082 | $2,301+33.9% | $3,108-0.9% | $3,470-11.2% |
| Admin fee / account holder | $3,686 | $4,223-12.7% | $5,060-27.2% | $4,888-24.6% |