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 | $20,096 | $91,190-78.0% | $178,490-88.7% | $79,858-74.8% |
| Participation rate | 89.4% | 69.2%+20.2pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 14.84% | 24.19%-9.4pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,606 | $3,236+11.4% | $5,202-30.7% | $3,740-3.6% |
| Admin fee / account holder | $463 | $6,751-93.1% | $13,984-96.7% | $5,306-91.3% |