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 3-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 | $8,525 | $60,892-86.0% | $82,389-89.7% | $84,808-89.9% |
| Participation rate | 83.9% | 63.3%+20.6pp | 69.5%+14.3pp | 68.3%+15.6pp |
| Annual return | 28.58% | 37.29%-8.7pp | 28.67%-0.1pp | 40.90%-12.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,635 | $3,179+45.8% | $4,155+11.6% | $4,212+10.1% |
| Admin fee / account holder | $416 | $5,467-92.4% | $7,231-94.2% | $7,344-94.3% |