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 8-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 | $15,083 | $102,616-85.3% | $81,983-81.6% | $158,922-90.5% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.2%+23.6pp | 82.0%+10.9pp |
| Annual return | 23.71% | 61.04%-37.3pp | 41.31%-17.6pp | 302.83%-279.1pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,064 | $4,648+52.0% | $3,722+89.8% | $5,982+18.1% |
| Admin fee / account holder | $1,621 | $8,235-80.3% | $5,664-71.4% | $11,246-85.6% |