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 | $122,943 | $147,167-16.5% | $111,392+10.4% | $135,375-9.2% |
| Participation rate | 73.3% | 84.0%-10.7pp | 78.9%-5.5pp | 82.6%-9.3pp |
| Annual return | -5.09% | -4.44%-0.7pp | -2.06%-3.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,051 | $6,565+53.1% | $5,567+80.5% | $5,609+79.2% |
| Admin fee / account holder | $10,827 | $20,270-46.6% | $12,266-11.7% | $10,8270% |