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 | $31,468 | $51,175-38.5% | $70,515-55.4% | $75,163-58.1% |
| Participation rate | 79.8% | 60.9%+18.8pp | 68.3%+11.4pp | 67.2%+12.6pp |
| Annual return | 14.25% | 30.02%-15.8pp | 32.77%-18.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,843 | $2,849+34.9% | $4,567-15.8% | $4,125-6.8% |
| Admin fee / account holder | $3,376 | $4,091-17.5% | $6,412-47.4% | $5,651-40.3% |