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 7-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 | $27,840 | $63,355-56.1% | $91,989-69.7% | $72,985-61.9% |
| Participation rate | 86.6% | 72.5%+14.1pp | 78.6%+8.0pp | 69.5%+17.1pp |
| Annual return | 44.43% | 35.35%+9.1pp | 69.02%-24.6pp | 81.00%-36.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,072 | $4,883+85.8% | $5,923+53.2% | $3,607+151.5% |
| Admin fee / account holder | $3,201 | $4,668-31.4% | $7,743-58.7% | $5,124-37.5% |