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 9-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 | $20,091 | $56,114-64.2% | $96,139-79.1% | $85,850-76.6% |
| Participation rate | 90.0% | 56.7%+33.3pp | 68.4%+21.6pp | 69.3%+20.7pp |
| Annual return | 12.25% | 42.30%-30.1pp | 191.94%-179.7pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,960 | $2,859+3.5% | $4,349-31.9% | $3,952-25.1% |
| Admin fee / account holder | $819 | $3,768-78.3% | $5,537-85.2% | $6,260-86.9% |