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 | $48,773 | $56,199-13.2% | $67,652-27.9% | $59,632-18.2% |
| Participation rate | 79.2% | 71.5%+7.8pp | 75.7%+3.6pp | 68.7%+10.6pp |
| Annual return | -2.09% | 18505.31%-18507.4pp | 6625.04%-6627.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $285 | $1,614-82.4% | $2,266-87.4% | $2,203-87.1% |
| Participant deferral / active EE | $3,149 | $2,844+10.7% | $3,560-11.5% | $3,192-1.3% |
| Admin fee / account holder | $1,353 | $3,958-65.8% | $4,821-71.9% | $4,297-68.5% |