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 9-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 | $58,625 | $76,000-22.9% | $154,107-62.0% | $64,186-8.7% |
| Participation rate | 87.0% | 70.4%+16.6pp | 83.0%+4.0pp | 69.6%+17.4pp |
| Annual return | -3.04% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $293 | $3,351-91.3% | $5,298-94.5% | $2,381-87.7% |
| Participant deferral / active EE | $2,766 | $3,175-12.9% | $5,081-45.5% | $3,470-20.3% |
| Admin fee / account holder | $12,524 | $5,596+123.8% | $13,411-6.6% | $4,888+156.2% |