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 6-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 | $8,504 | $24,730-65.6% | $66,042-87.1% | $84,808-90.0% |
| Participation rate | 94.1% | 68.1%+26.0pp | 67.5%+26.6pp | 68.3%+25.8pp |
| Annual return | 16.63% | 79.55%-62.9pp | 52.11%-35.5pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,096 | $1,737+20.7% | $2,835-26.1% | $4,212-50.2% |
| Admin fee / account holder | $439 | $3,014-85.4% | $5,747-92.4% | $7,344-94.0% |