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 | $109,881-74.2% | $150,045-81.1% | $84,808-66.6% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-11.9pp | 68.3%+2.1pp |
| Annual return | 23.87% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,426 | $6,636+42.0% | $7,997+17.9% | $4,212+123.8% |
| Admin fee / account holder | $1,117 | $8,568-87.0% | $13,435-91.7% | $7,344-84.8% |