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 4-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 | $54,912 | $106,584-48.5% | $101,326-45.8% | $142,382-61.4% |
| Participation rate | 81.3% | 82.7%-1.4pp | 81.5%-0.2pp | 80.1%+1.1pp |
| Annual return | 23.47% | 36.93%-13.5pp | 36.82%-13.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $16,213 | $8,297+95.4% | $7,994+102.8% | $6,507+149.1% |
| Admin fee / account holder | $6,015 | $11,446-47.5% | $11,185-46.2% | $12,624-52.4% |