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 | $39,443 | $65,061-39.4% | $143,757-72.6% | $66,914-41.1% |
| Participation rate | 87.0% | 65.2%+21.8pp | 80.3%+6.7pp | 69.8%+17.2pp |
| Annual return | -6.37% | -11.14%+4.8pp | -0.04%-6.3pp | 1.58%-8.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,450 | $2,919-16.1% | $5,637-56.5% | $4,237-42.2% |
| Admin fee / account holder | $4,462 | $502+789.0% | $14,673-69.6% | $593+652.2% |