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 | $93,098 | $95,193-2.2% | $76,523+21.7% | $135,375-31.2% |
| Participation rate | 86.7% | 74.4%+12.3pp | 68.0%+18.7pp | 82.6%+4.0pp |
| Annual return | -3.23% | 4.85%-8.1pp | -0.27%-3.0pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,915 | $4,639+113.7% | $3,835+158.5% | $5,609+76.8% |
| Admin fee / account holder | $21,926 | $6,249+250.9% | $4,848+352.2% | $10,827+102.5% |