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 | $8,389 | $64,839-87.1% | $95,585-91.2% | $84,808-90.1% |
| Participation rate | 97.1% | 63.8%+33.3pp | 72.1%+25.1pp | 68.3%+28.8pp |
| Annual return | 14.82% | -670.96%+685.8pp | 38.56%-23.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,661 | $2,965-10.2% | $4,023-33.8% | $4,212-36.8% |
| Admin fee / account holder | $359 | $5,964-94.0% | $6,127-94.1% | $7,344-95.1% |