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 | $35,139 | $131,829-73.3% | $108,579-67.6% | $273,961-87.2% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.6%-3.4pp | 83.0%-6.8pp |
| Annual return | 10.27% | -91.57%+101.8pp | -51.70%+62.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,016 | $5,127-41.2% | $4,311-30.0% | $5,287-42.9% |
| Admin fee / account holder | $1,677 | $10,252-83.6% | $7,645-78.1% | $10,132-83.4% |