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 9-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 | $33,295 | $77,634-57.1% | $156,549-78.7% | $62,891-47.1% |
| Participation rate | 73.5% | 71.2%+2.3pp | 84.0%-10.5pp | 69.3%+4.2pp |
| Annual return | 7.48% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,241 | $3,045-26.4% | $4,871-54.0% | $3,203-30.0% |
| Admin fee / account holder | $1,319 | $5,561-76.3% | $13,027-89.9% | $4,296-69.3% |