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 3-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 | $55,585 | $125,758-55.8% | $169,993-67.3% | $75,163-26.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.0%-15.6pp | 67.2%+4.2pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.37%-53.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,009 | $4,615-78.1% | $6,785-85.1% | $2,670-62.2% |
| Participant deferral / active EE | $4,193 | $6,837-38.7% | $10,408-59.7% | $4,125+1.6% |
| Admin fee / account holder | $3,391 | $8,173-58.5% | $12,815-73.5% | $5,651-40.0% |