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 | $108,926 | $58,828+85.2% | $77,999+39.7% | $62,891+73.2% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 4.84% | 17.16%-12.3pp | 425.96%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,286 | $2,686+59.6% | $3,497+22.6% | $3,203+33.8% |
| Admin fee / account holder | $1,558 | $4,393-64.5% | $5,480-71.6% | $4,296-63.7% |