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 | $73,658 | $82,664-10.9% | $125,339-41.2% | $68,494+7.5% |
| Participation rate | 70.4% | 75.0%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -14.03% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $64 | $3,381-98.1% | $4,814-98.7% | $2,596-97.5% |
| Participant deferral / active EE | $6,500 | $6,110+6.4% | $7,446-12.7% | $4,027+61.4% |
| Admin fee / account holder | $15,548 | $6,275+147.8% | $10,010+55.3% | $5,403+187.8% |