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 | $27,852 | $81,208-65.7% | $98,907-71.8% | $79,858-65.1% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 20.77% | 60.99%-40.2pp | 196.43%-175.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,054 | $3,265-37.1% | $4,244-51.6% | $3,740-45.1% |
| Admin fee / account holder | $733 | $6,013-87.8% | $6,642-89.0% | $5,306-86.2% |