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 | $18,891 | $76,000-75.1% | $154,107-87.7% | $64,186-70.6% |
| Participation rate | 72.6% | 70.4%+2.2pp | 83.0%-10.4pp | 69.6%+3.0pp |
| Annual return | -4.53% | 30.32%-34.8pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | -$1 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,480 | $3,175-53.4% | $5,081-70.9% | $3,470-57.4% |
| Admin fee / account holder | $1,814 | $5,596-67.6% | $13,411-86.5% | $4,888-62.9% |