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 4-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 | $46,874 | $80,673-41.9% | $101,326-53.7% | $84,808-44.7% |
| Participation rate | 82.9% | 77.8%+5.1pp | 81.5%+1.4pp | 68.3%+14.5pp |
| Annual return | 17.14% | 38.95%-21.8pp | 36.82%-19.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,546 | $6,840+112.7% | $7,994+82.0% | $4,212+245.4% |
| Admin fee / account holder | $7,003 | $12,784-45.2% | $11,185-37.4% | $7,344-4.6% |