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 | $13,077 | $50,082-73.9% | $93,406-86.0% | $79,858-83.6% |
| Participation rate | 70.6% | 60.9%+9.7pp | 66.8%+3.8pp | 69.6%+1.0pp |
| Annual return | 16.57% | 24.59%-8.0pp | 78.05%-61.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,866 | $2,212-15.6% | $3,126-40.3% | $3,740-50.1% |
| Admin fee / account holder | $630 | $3,454-81.8% | $5,230-88.0% | $5,306-88.1% |