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 8-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 | $9,728 | $58,208-83.3% | $81,812-88.1% | $80,856-88.0% |
| Participation rate | 90.5% | 63.4%+27.1pp | 72.3%+18.1pp | 67.6%+22.8pp |
| Annual return | 24.62% | 41.66%-17.0pp | 773.79%-749.2pp | 35.59%-11.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,277 | $3,281-0.1% | $4,319-24.1% | $4,296-23.7% |
| Admin fee / account holder | $2,323 | $4,981-53.4% | $7,386-68.5% | $6,918-66.4% |