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 | $21,472 | $49,177-56.3% | $79,464-73.0% | $64,186-66.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.03% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $107 | $2,076-94.9% | $2,800-96.2% | $2,381-95.5% |
| Participant deferral / active EE | $1,329 | $2,821-52.9% | $3,704-64.1% | $3,470-61.7% |
| Admin fee / account holder | $1,888 | $3,839-50.8% | $5,113-63.1% | $4,888-61.4% |