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 | $42,782 | $78,694-45.6% | $67,652-36.8% | $125,391-65.9% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -1.16% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $306 | $3,044-89.9% | $2,266-86.5% | $4,866-93.7% |
| Participant deferral / active EE | $1,280 | $4,292-70.2% | $3,560-64.1% | $5,352-76.1% |
| Admin fee / account holder | $34,967 | $7,403+372.3% | $4,821+625.3% | $9,540+266.5% |