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 | $33,936 | $91,538-62.9% | $129,995-73.9% | $75,163-54.9% |
| Participation rate | 74.4% | 71.4%+2.9pp | 78.5%-4.1pp | 67.2%+7.2pp |
| Annual return | 14.95% | -631.11%+646.1pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $202 | $2,845-92.9% | $4,320-95.3% | $2,670-92.4% |
| Participant deferral / active EE | $3,069 | $4,341-29.3% | $5,820-47.3% | $4,125-25.6% |
| Admin fee / account holder | $1,347 | $6,790-80.2% | $10,614-87.3% | $5,651-76.2% |