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 | $41,105 | $76,000-45.9% | $154,107-73.3% | $64,186-36.0% |
| Participation rate | 77.5% | 70.4%+7.1pp | 83.0%-5.5pp | 69.6%+7.9pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,199 | $3,175-30.8% | $5,081-56.7% | $3,470-36.6% |
| Admin fee / account holder | $3,822 | $5,596-31.7% | $13,411-71.5% | $4,888-21.8% |