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 | $16,436 | $54,705-70.0% | $71,209-76.9% | $84,808-80.6% |
| Participation rate | 73.8% | 64.1%+9.7pp | 73.8%+0.1pp | 68.3%+5.5pp |
| Annual return | 20.24% | 35.90%-15.7pp | 282.51%-262.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,418 | $3,030-20.2% | $4,175-42.1% | $4,212-42.6% |
| Admin fee / account holder | $312 | $4,863-93.6% | $5,349-94.2% | $7,344-95.8% |