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 6-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 | $5,021 | $54,705-90.8% | $71,209-92.9% | $84,808-94.1% |
| Participation rate | 74.1% | 64.1%+10.0pp | 73.8%+0.3pp | 68.3%+5.8pp |
| Annual return | 15.90% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,546 | $3,030-49.0% | $4,175-63.0% | $4,212-63.3% |
| Admin fee / account holder | $765 | $4,863-84.3% | $5,349-85.7% | $7,344-89.6% |