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 | $39,919 | $77,899-48.8% | $149,673-73.3% | $75,163-46.9% |
| Participation rate | 78.0% | 65.6%+12.5pp | 78.8%-0.7pp | 67.2%+10.9pp |
| Annual return | 18.87% | 31.72%-12.9pp | 134.42%-115.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,297 | $3,411-62.0% | $5,680-77.2% | $4,125-68.6% |
| Admin fee / account holder | $695 | $5,956-88.3% | $13,210-94.7% | $5,651-87.7% |