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 5-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 | $12,219 | $47,479-74.3% | $62,929-80.6% | $82,448-85.2% |
| Participation rate | 85.2% | 66.9%+18.3pp | 73.1%+12.1pp | 68.1%+17.1pp |
| Annual return | 33.41% | 20.34%+13.1pp | 1063.93%-1030.5pp | 41.64%-8.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,549 | $2,870+93.3% | $3,888+42.7% | $4,139+34.1% |
| Admin fee / account holder | $386 | $3,804-89.8% | $5,065-92.4% | $7,234-94.7% |