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 | $39,905 | $75,828-47.4% | $147,614-73.0% | $59,632-33.1% |
| Participation rate | 78.4% | 71.6%+6.9pp | 84.6%-6.2pp | 68.7%+9.8pp |
| Annual return | -0.97% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,786 | $3,130-11.0% | $4,895-43.1% | $3,192-12.7% |
| Admin fee / account holder | $13,842 | $5,985+131.3% | $11,611+19.2% | $4,297+222.1% |