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 | $28,213 | $59,107-52.3% | $86,436-67.4% | $68,494-58.8% |
| Participation rate | 93.1% | 75.2%+17.9pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | 3.25% | -0.23%+3.5pp | 4394.89%-4391.6pp | -7.84%+11.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,466 | $5,901+145.1% | $6,952+108.1% | $4,027+259.2% |
| Admin fee / account holder | $5,724 | $5,637+1.6% | $6,731-15.0% | $5,403+6.0% |