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 | $29,657 | $52,380-43.4% | $98,755-70.0% | $85,850-65.5% |
| Participation rate | 95.1% | 58.0%+37.2pp | 65.7%+29.4pp | 69.3%+25.8pp |
| Annual return | 12.59% | 25.82%-13.2pp | 49.91%-37.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3 | $1,337-99.8% | $2,067-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $4,217 | $2,101+100.7% | $3,035+39.0% | $3,952+6.7% |
| Admin fee / account holder | $1,031 | $3,865-73.3% | $4,076-74.7% | $6,260-83.5% |