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 6-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 | $7,849 | $54,705-85.7% | $71,209-89.0% | $84,808-90.7% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.8%+2.1pp | 68.3%+7.5pp |
| Annual return | 21.31% | 35.90%-14.6pp | 282.51%-261.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,995 | $3,030-34.2% | $4,175-52.2% | $4,212-52.6% |
| Admin fee / account holder | $348 | $4,863-92.8% | $5,349-93.5% | $7,344-95.3% |