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 | $11,978 | $80,717-85.2% | $154,803-92.3% | $84,808-85.9% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.2pp | 68.3%+19.9pp |
| Annual return | 19.31% | 37.96%-18.6pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $327 | $2,761-88.2% | $4,305-92.4% | $2,631-87.6% |
| Participant deferral / active EE | $4,563 | $3,303+38.1% | $5,540-17.6% | $4,212+8.3% |
| Admin fee / account holder | $2,161 | $6,746-68.0% | $14,329-84.9% | $7,344-70.6% |