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 | $49,051 | $82,664-40.7% | $125,339-60.9% | $68,494-28.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -16.70% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $411 | $3,381-87.8% | $4,814-91.5% | $2,596-84.2% |
| Participant deferral / active EE | $4,487 | $6,110-26.6% | $7,446-39.7% | $4,027+11.4% |
| Admin fee / account holder | $1,571 | $6,275-75.0% | $10,010-84.3% | $5,403-70.9% |