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 | $19,782 | $59,805-66.9% | $79,550-75.1% | $68,494-71.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.56% | -12.30%-5.3pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $19 | $1,505-98.7% | $2,413-99.2% | $2,596-99.3% |
| Participant deferral / active EE | $1,828 | $3,024-39.6% | $3,985-54.1% | $4,027-54.6% |
| Admin fee / account holder | $2,124 | $4,835-56.1% | $6,832-68.9% | $5,403-60.7% |