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 | $14,530 | $91,911-84.2% | $68,793-78.9% | $135,375-89.3% |
| Participation rate | 71.4% | 76.7%-5.3pp | 72.2%-0.8pp | 82.6%-11.2pp |
| Annual return | -6.92% | -8.22%+1.3pp | -4.63%-2.3pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $789 | $4,315-81.7% | $3,311-76.2% | $5,609-85.9% |
| Admin fee / account holder | $3,137 | $9,240-66.0% | $5,131-38.8% | $10,827-71.0% |