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 | $51,735 | $76,000-31.9% | $154,107-66.4% | $64,186-19.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -7.93% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.6pp |
| Employer contribution / active EE | $87 | $3,351-97.4% | $5,298-98.3% | $2,381-96.3% |
| Participant deferral / active EE | $3,137 | $3,175-1.2% | $5,081-38.2% | $3,470-9.6% |
| Admin fee / account holder | $1,259 | $5,596-77.5% | $13,411-90.6% | $4,888-74.2% |