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 | $51,930 | $95,416-45.6% | $185,823-72.1% | $85,850-39.5% |
| Participation rate | 91.1% | 68.8%+22.3pp | 81.7%+9.4pp | 69.3%+21.8pp |
| Annual return | 16.86% | 23.59%-6.7pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,242 | $3,423+23.9% | $5,568-23.8% | $3,952+7.4% |
| Admin fee / account holder | $1,570 | $7,213-78.2% | $16,237-90.3% | $6,260-74.9% |