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 | $37,149 | $84,487-56.0% | $125,339-70.4% | $66,914-44.5% |
| Participation rate | 78.1% | 76.4%+1.7pp | 82.4%-4.3pp | 69.8%+8.3pp |
| Annual return | -10.90% | -8.39%-2.5pp | 572.05%-582.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,797 | $6,781+44.5% | $7,446+31.6% | $4,237+131.2% |
| Admin fee / account holder | $2,526 | $685+268.7% | $10,010-74.8% | $593+325.8% |