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 | $23,724 | $75,828-68.7% | $147,614-83.9% | $59,632-60.2% |
| Participation rate | 74.2% | 71.6%+2.6pp | 84.6%-10.4pp | 68.7%+5.5pp |
| Annual return | 1.30% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $312 | $3,485-91.1% | $5,564-94.4% | $2,203-85.8% |
| Participant deferral / active EE | $2,606 | $3,130-16.8% | $4,895-46.8% | $3,192-18.4% |
| Admin fee / account holder | $1,436 | $5,985-76.0% | $11,611-87.6% | $4,297-66.6% |