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 4-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 | $29,399 | $61,774-52.4% | $97,226-69.8% | $80,856-63.6% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.1pp | 67.6%+14.2pp |
| Annual return | 16.69% | -557.90%+574.6pp | 75.13%-58.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,929 | $3,029+194.8% | $4,264+109.4% | $4,296+107.8% |
| Admin fee / account holder | $2,530 | $5,166-51.0% | $5,654-55.2% | $6,918-63.4% |