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 | $25,944 | $82,664-68.6% | $125,339-79.3% | $68,494-62.1% |
| Participation rate | 71.3% | 75.0%-3.8pp | 82.4%-11.1pp | 67.9%+3.4pp |
| Annual return | -7.25% | -5.97%-1.3pp | 572.05%-579.3pp | -7.84%+0.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,550 | $6,110+39.9% | $7,446+14.8% | $4,027+112.3% |
| Admin fee / account holder | $3,241 | $6,275-48.3% | $10,010-67.6% | $5,403-40.0% |