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 | $75,799 | $94,529-19.8% | $140,016-45.9% | $64,186+18.1% |
| Participation rate | 74.2% | 84.1%-9.9pp | 87.5%-13.3pp | 69.6%+4.6pp |
| Annual return | -3.92% | 7.77%-11.7pp | 651.12%-655.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $783 | $3,812-79.5% | $5,606-86.0% | $2,381-67.1% |
| Participant deferral / active EE | $5,269 | $5,250+0.4% | $6,927-23.9% | $3,470+51.9% |
| Admin fee / account holder | $16,397 | $6,741+143.2% | $10,705+53.2% | $4,888+235.5% |