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 | $42,895 | $89,355-52.0% | $141,162-69.6% | $72,985-41.2% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 109.20% | 111.85%-2.7pp | 71.39%+37.8pp | 81.00%+28.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,424 | $5,418+0.1% | $6,709-19.2% | $3,607+50.3% |
| Admin fee / account holder | $10,383 | $5,958+74.3% | $10,261+1.2% | $5,124+102.6% |