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 8-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 | $49,476 | $27,641+79.0% | $61,373-19.4% | $68,494-27.8% |
| Participation rate | 82.1% | 39.5%+42.7pp | 52.6%+29.6pp | 67.9%+14.3pp |
| Annual return | -1.69% | -13.24%+11.5pp | 338.61%-340.3pp | -7.84%+6.2pp |
| Employer contribution / active EE | $18 | $695-97.4% | $1,159-98.4% | $2,596-99.3% |
| Participant deferral / active EE | $3,199 | $1,263+153.2% | $2,125+50.5% | $4,027-20.6% |
| Admin fee / account holder | $745 | $2,010-62.9% | $2,130-65.0% | $5,403-86.2% |