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 7-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 | $96,409 | $72,404+33.2% | $110,238-12.5% | $64,186+50.2% |
| Participation rate | 93.2% | 73.3%+19.8pp | 79.8%+13.4pp | 69.6%+23.6pp |
| Annual return | -3.67% | -6.29%+2.6pp | 314.74%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,079 | $3,469+132.9% | $4,672+72.9% | $3,470+132.9% |
| Admin fee / account holder | $12,830 | $5,664+126.5% | $8,547+50.1% | $4,888+162.5% |