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 3-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 | $29,594 | $60,022-50.7% | $88,946-66.7% | $84,808-65.1% |
| Participation rate | 90.7% | 57.8%+32.9pp | 68.8%+21.8pp | 68.3%+22.4pp |
| Annual return | 18.97% | 22.43%-3.5pp | 57.82%-38.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,981 | $3,114+60.0% | $4,581+8.7% | $4,212+18.3% |
| Admin fee / account holder | $5,318 | $4,811+10.5% | $8,261-35.6% | $7,344-27.6% |