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 | $51,638-90.3% | $68,368-92.7% | $82,448-93.9% |
| Participation rate | 74.1% | 63.6%+10.5pp | 73.8%+0.3pp | 68.1%+6.0pp |
| Annual return | 15.90% | 37.53%-21.6pp | 292.57%-276.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,546 | $2,914-46.9% | $4,123-62.5% | $4,139-62.6% |
| Admin fee / account holder | $765 | $4,643-83.5% | $5,150-85.2% | $7,234-89.4% |