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 | $44,013 | $91,538-51.9% | $129,995-66.1% | $75,163-41.4% |
| Participation rate | 91.8% | 71.4%+20.4pp | 78.5%+13.3pp | 67.2%+24.6pp |
| Annual return | 14.43% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $396 | $2,845-86.1% | $4,320-90.8% | $2,670-85.2% |
| Participant deferral / active EE | $2,518 | $4,341-42.0% | $5,820-56.7% | $4,125-39.0% |
| Admin fee / account holder | $1,621 | $6,790-76.1% | $10,614-84.7% | $5,651-71.3% |