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 9-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 | $41,154 | $106,749-61.4% | $145,433-71.7% | $82,448-50.1% |
| Participation rate | 75.6% | 75.6%-0.1pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 36.08% | 27.59%+8.5pp | 66.58%-30.5pp | 41.64%-5.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,691 | $6,519+64.0% | $7,897+35.4% | $4,139+158.3% |
| Admin fee / account holder | $6,889 | $8,390-17.9% | $13,129-47.5% | $7,234-4.8% |