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 | $78,448 | $81,208-3.4% | $98,907-20.7% | $79,858-1.8% |
| Participation rate | 91.4% | 72.5%+18.9pp | 76.0%+15.4pp | 69.6%+21.8pp |
| Annual return | 12.99% | 60.99%-48.0pp | 196.43%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,582 | $3,265+40.3% | $4,244+8.0% | $3,740+22.5% |
| Admin fee / account holder | $1,885 | $6,013-68.7% | $6,642-71.6% | $5,306-64.5% |