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 | $71,019 | $92,222-23.0% | $76,768-7.5% | $135,375-47.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -1.13% | 5.46%-6.6pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $256 | $3,216-92.0% | $2,485-89.7% | $4,779-94.6% |
| Participant deferral / active EE | $5,119 | $4,509+13.5% | $3,852+32.9% | $5,609-8.7% |
| Admin fee / account holder | $785 | $10,748-92.7% | $6,675-88.2% | $10,827-92.7% |