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 | $44,052 | $108,919-59.6% | $100,391-56.1% | $145,922-69.8% |
| Participation rate | 95.2% | 82.9%+12.3pp | 81.5%+13.8pp | 80.3%+15.0pp |
| Annual return | 13.08% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $21,838 | $8,445+158.6% | $8,082+170.2% | $6,688+226.5% |
| Admin fee / account holder | $1,623 | $9,689-83.2% | $7,899-79.5% | $13,397-87.9% |