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 | $59,870 | $117,690-49.1% | $71,735-16.5% | $134,475-55.5% |
| Participation rate | 75.0% | 68.8%+6.2pp | 62.3%+12.7pp | 81.2%-6.2pp |
| Annual return | -17.55% | 25.44%-43.0pp | 9.14%-26.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $111 | $2,525-95.6% | $1,704-93.5% | $4,740-97.7% |
| Participant deferral / active EE | $2,456 | $3,759-34.7% | $2,658-7.6% | $6,400-61.6% |
| Admin fee / account holder | $658 | $6,379-89.7% | $3,974-83.4% | $11,426-94.2% |