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 | $66,951 | $75,935-11.8% | $60,547+10.6% | $125,391-46.6% |
| Participation rate | 76.2% | 76.5%-0.3pp | 68.0%+8.2pp | 83.2%-7.0pp |
| Annual return | -0.23% | -5.38%+5.2pp | 335.64%-335.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $99 | $3,438-97.1% | $2,419-95.9% | $4,866-98.0% |
| Participant deferral / active EE | $7,903 | $4,506+75.4% | $3,328+137.5% | $5,352+47.7% |
| Admin fee / account holder | $2,116 | $6,768-68.7% | $4,536-53.4% | $9,540-77.8% |