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 | $26,998 | $77,813-65.3% | $123,544-78.1% | $64,186-57.9% |
| Participation rate | 72.1% | 74.7%-2.6pp | 82.3%-10.2pp | 69.6%+2.6pp |
| Annual return | -0.62% | 12.48%-13.1pp | 119.20%-119.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,020 | $5,240-4.2% | $6,426-21.9% | $3,470+44.7% |
| Admin fee / account holder | $865 | $5,519-84.3% | $9,284-90.7% | $4,888-82.3% |