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 | $84,680 | $45,566+85.8% | $64,105+32.1% | $59,632+42.0% |
| Participation rate | 79.1% | 60.2%+18.9pp | 68.2%+10.9pp | 68.7%+10.4pp |
| Annual return | -0.60% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,093 | $2,057+1.8% | $2,822-25.8% | $3,192-34.4% |
| Admin fee / account holder | $1,773 | $3,268-45.7% | $4,499-60.6% | $4,297-58.7% |