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 | $89,141 | $76,000+17.3% | $154,107-42.2% | $64,186+38.9% |
| Participation rate | 83.8% | 70.4%+13.4pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | -1.78% | 30.32%-32.1pp | 735.12%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,307 | $3,175+35.6% | $5,081-15.2% | $3,470+24.1% |
| Admin fee / account holder | $412 | $5,596-92.6% | $13,411-96.9% | $4,888-91.6% |