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 | $18,923 | $57,541-67.1% | $95,745-80.2% | $75,163-74.8% |
| Participation rate | 80.9% | 62.5%+18.4pp | 72.3%+8.6pp | 67.2%+13.7pp |
| Annual return | 29.79% | 34.93%-5.1pp | 28.35%+1.4pp | 160.62%-130.8pp |
| Employer contribution / active EE | $7 | $1,808-99.6% | $2,835-99.7% | $2,670-99.7% |
| Participant deferral / active EE | $9,368 | $3,074+204.8% | $4,245+120.7% | $4,125+127.1% |
| Admin fee / account holder | $2,319 | $4,099-43.4% | $5,678-59.2% | $5,651-59.0% |