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 | $33,098 | $91,190-63.7% | $178,490-81.5% | $79,858-58.6% |
| Participation rate | 75.9% | 69.2%+6.7pp | 81.9%-6.1pp | 69.6%+6.2pp |
| Annual return | 13.09% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,824 | $3,236-12.7% | $5,202-45.7% | $3,740-24.5% |
| Admin fee / account holder | $4,006 | $6,751-40.7% | $13,984-71.4% | $5,306-24.5% |