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 | $4,432 | $24,730-82.1% | $66,042-93.3% | $84,808-94.8% |
| Participation rate | 78.4% | 68.1%+10.3pp | 67.5%+10.9pp | 68.3%+10.1pp |
| Annual return | 16.81% | 79.55%-62.7pp | 52.11%-35.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,101 | $1,737-36.6% | $2,835-61.2% | $4,212-73.9% |
| Admin fee / account holder | $894 | $3,014-70.3% | $5,747-84.4% | $7,344-87.8% |