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 6-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 | $45,882 | $86,286-46.8% | $111,297-58.8% | $85,850-46.6% |
| Participation rate | 83.6% | 73.3%+10.3pp | 77.3%+6.3pp | 69.3%+14.3pp |
| Annual return | 11.15% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,982 | $3,641-18.1% | $4,487-33.5% | $3,952-24.5% |
| Admin fee / account holder | $2,937 | $8,188-64.1% | $7,964-63.1% | $6,260-53.1% |