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 | $64,592 | $82,664-21.9% | $125,339-48.5% | $68,494-5.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $431 | $3,381-87.3% | $4,814-91.1% | $2,596-83.4% |
| Participant deferral / active EE | $5,068 | $6,110-17.1% | $7,446-31.9% | $4,027+25.9% |
| Admin fee / account holder | $2,294 | $6,275-63.4% | $10,010-77.1% | $5,403-57.5% |