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 | $30,506 | $59,107-48.4% | $86,436-64.7% | $68,494-55.5% |
| Participation rate | 86.8% | 75.2%+11.6pp | 80.3%+6.5pp | 67.9%+19.0pp |
| Annual return | 8.33% | -0.23%+8.6pp | 4394.89%-4386.6pp | -7.84%+16.2pp |
| Employer contribution / active EE | $1 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,164 | $5,901+21.4% | $6,952+3.0% | $4,027+77.9% |
| Admin fee / account holder | $2,465 | $5,637-56.3% | $6,731-63.4% | $5,403-54.4% |