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 | $33,298 | $93,024-64.2% | $77,024-56.8% | $134,475-75.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | 3.54% | 62.60%-59.1pp | 42.32%-38.8pp | 417.96%-414.4pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,220 | $5,238-57.6% | $4,426-49.9% | $6,400-65.3% |
| Admin fee / account holder | $375 | $6,944-94.6% | $5,425-93.1% | $11,426-96.7% |