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 | $8,242 | $64,839-87.3% | $95,585-91.4% | $84,808-90.3% |
| Participation rate | 83.0% | 63.8%+19.2pp | 72.1%+10.9pp | 68.3%+14.7pp |
| Annual return | 18.99% | -670.96%+689.9pp | 38.56%-19.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $261 | $1,759-85.2% | $2,527-89.7% | $2,631-90.1% |
| Participant deferral / active EE | $1,694 | $2,965-42.9% | $4,023-57.9% | $4,212-59.8% |
| Admin fee / account holder | $415 | $5,964-93.0% | $6,127-93.2% | $7,344-94.4% |