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 | $80,885 | $59,107+36.8% | $86,436-6.4% | $68,494+18.1% |
| Participation rate | 94.4% | 75.2%+19.2pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -19.02% | -0.23%-18.8pp | 4394.89%-4413.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,440 | $5,901+110.8% | $6,952+79.0% | $4,027+208.9% |
| Admin fee / account holder | $2,233 | $5,637-60.4% | $6,731-66.8% | $5,403-58.7% |