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 | $51,645 | $76,000-32.0% | $154,107-66.5% | $64,186-19.5% |
| Participation rate | 74.5% | 70.4%+4.1pp | 83.0%-8.6pp | 69.6%+4.9pp |
| Annual return | -6.40% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $245 | $3,351-92.7% | $5,298-95.4% | $2,381-89.7% |
| Participant deferral / active EE | $2,420 | $3,175-23.8% | $5,081-52.4% | $3,470-30.2% |
| Admin fee / account holder | $3,821 | $5,596-31.7% | $13,411-71.5% | $4,888-21.8% |