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 | $22,651 | $45,152-49.8% | $73,843-69.3% | $59,632-62.0% |
| Participation rate | 88.2% | 64.0%+24.2pp | 73.4%+14.8pp | 68.7%+19.6pp |
| Annual return | 0.47% | 27.40%-26.9pp | 2267.84%-2267.4pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $7 | $1,902-99.7% | $2,787-99.8% | $2,203-99.7% |
| Participant deferral / active EE | $5,524 | $2,574+114.6% | $3,583+54.2% | $3,192+73.1% |
| Admin fee / account holder | $8,922 | $3,516+153.7% | $4,880+82.8% | $4,297+107.6% |