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 | $44,469 | $59,107-24.8% | $86,436-48.6% | $68,494-35.1% |
| Participation rate | 75.9% | 75.2%+0.6pp | 80.3%-4.5pp | 67.9%+8.0pp |
| Annual return | 3.68% | -0.23%+3.9pp | 4394.89%-4391.2pp | -7.84%+11.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,192 | $5,901+174.4% | $6,952+132.9% | $4,027+302.1% |
| Admin fee / account holder | $8,228 | $5,637+46.0% | $6,731+22.2% | $5,403+52.3% |