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 7-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 | $20,986 | $80,717-74.0% | $154,803-86.4% | $84,808-75.3% |
| Participation rate | 87.3% | 66.8%+20.5pp | 78.1%+9.2pp | 68.3%+19.0pp |
| Annual return | 30.26% | 37.96%-7.7pp | 58.88%-28.6pp | 40.90%-10.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,944 | $3,303+19.4% | $5,540-28.8% | $4,212-6.4% |
| Admin fee / account holder | $1,875 | $6,746-72.2% | $14,329-86.9% | $7,344-74.5% |