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 | $28,262 | $77,314-63.4% | $177,989-84.1% | $80,856-65.0% |
| Participation rate | 95.5% | 65.7%+29.8pp | 77.1%+18.4pp | 67.6%+27.8pp |
| Annual return | 12.55% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,452 | $4,411+0.9% | $6,276-29.1% | $4,296+3.6% |
| Admin fee / account holder | $5,816 | $7,191-19.1% | $10,363-43.9% | $6,918-15.9% |