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 | $45,811 | $63,346-27.7% | $92,233-50.3% | $70,131-34.7% |
| Participation rate | 86.3% | 68.7%+17.6pp | 76.5%+9.8pp | 69.5%+16.8pp |
| Annual return | 16.28% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,320 | $2,854+16.3% | $3,897-14.8% | $3,332-0.3% |
| Admin fee / account holder | $2,122 | $3,840-44.8% | $5,194-59.1% | $4,645-54.3% |