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 | $33,447 | $89,355-62.6% | $141,162-76.3% | $72,985-54.2% |
| Participation rate | 73.8% | 75.1%-1.3pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 22.07% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,277 | $5,418+52.8% | $6,709+23.4% | $3,607+129.4% |
| Admin fee / account holder | $1,743 | $5,958-70.7% | $10,261-83.0% | $5,124-66.0% |