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 | $83,577 | $67,331+24.1% | $60,874+37.3% | $134,475-37.8% |
| Participation rate | 70.8% | 76.2%-5.3pp | 73.1%-2.3pp | 81.2%-10.4pp |
| Annual return | -11.96% | 49.93%-61.9pp | 16.90%-28.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,607 | $4,538-42.6% | $3,817-31.7% | $6,400-59.3% |
| Admin fee / account holder | $5,604 | $4,582+22.3% | $3,224+73.8% | $11,426-51.0% |