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 8-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 | $29,893 | $102,616-70.9% | $81,983-63.5% | $158,922-81.2% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.2%+0.8pp | 82.0%-12.0pp |
| Annual return | 48.71% | 61.04%-12.3pp | 41.31%+7.4pp | 302.83%-254.1pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,701 | $4,648+22.7% | $3,722+53.2% | $5,982-4.7% |
| Admin fee / account holder | $2,832 | $8,235-65.6% | $5,664-50.0% | $11,246-74.8% |