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 | $54,416 | $73,004-25.5% | $90,749-40.0% | $68,494-20.6% |
| Participation rate | 81.0% | 70.8%+10.1pp | 75.7%+5.3pp | 67.9%+13.1pp |
| Annual return | -12.19% | -13.81%+1.6pp | -12.16%0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,937 | $3,627-46.6% | $4,564-57.6% | $4,027-51.9% |
| Admin fee / account holder | $15,725 | $5,896+166.7% | $8,445+86.2% | $5,403+191.1% |