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 | $24,275 | $48,265-49.7% | $68,791-64.7% | $68,494-64.6% |
| Participation rate | 82.6% | 60.7%+21.9pp | 69.0%+13.5pp | 67.9%+14.7pp |
| Annual return | -15.90% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,633 | $2,867+26.7% | $3,941-7.8% | $4,027-9.8% |
| Admin fee / account holder | $4,252 | $4,355-2.4% | $4,932-13.8% | $5,403-21.3% |