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 | $94,649 | $142,344-33.5% | $119,609-20.9% | $134,475-29.6% |
| Participation rate | 70.6% | 82.8%-12.2pp | 79.3%-8.7pp | 81.2%-10.6pp |
| Annual return | -15.34% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,046 | $5,222-80.0% | $4,232-75.3% | $4,740-77.9% |
| Participant deferral / active EE | $2,282 | $6,469-64.7% | $5,602-59.3% | $6,400-64.3% |
| Admin fee / account holder | $3,447 | $13,584-74.6% | $10,323-66.6% | $11,426-69.8% |