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 | $35,711 | $52,519-32.0% | $155,790-77.1% | $59,632-40.1% |
| Participation rate | 76.7% | 61.7%+15.0pp | 76.1%+0.6pp | 68.7%+8.0pp |
| Annual return | 0.59% | 53.51%-52.9pp | 71.54%-70.9pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,842 | $3,084-40.3% | $4,797-61.6% | $3,192-42.3% |
| Admin fee / account holder | $2,277 | $3,540-35.7% | $7,478-69.5% | $4,297-47.0% |