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 | $28,358 | $106,749-73.4% | $145,433-80.5% | $82,448-65.6% |
| Participation rate | 70.4% | 75.6%-5.2pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 23.87% | 27.59%-3.7pp | 66.58%-42.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,426 | $6,519+44.6% | $7,897+19.4% | $4,139+127.7% |
| Admin fee / account holder | $1,117 | $8,390-86.7% | $13,129-91.5% | $7,234-84.6% |