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 | $107,899 | $81,900+31.7% | $119,609-9.8% | $68,494+57.5% |
| Participation rate | 96.0% | 71.9%+24.1pp | 79.3%+16.7pp | 67.9%+28.1pp |
| Annual return | -8.12% | -23.82%+15.7pp | -14.97%+6.8pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,855 | $4,148+113.5% | $5,602+58.1% | $4,027+119.9% |
| Admin fee / account holder | $4,413 | $6,582-32.9% | $10,323-57.2% | $5,403-18.3% |