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 | $36,460 | $80,673-54.8% | $101,326-64.0% | $84,808-57.0% |
| Participation rate | 88.0% | 77.8%+10.2pp | 81.5%+6.5pp | 68.3%+19.6pp |
| Annual return | 22.06% | 38.95%-16.9pp | 36.82%-14.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,028 | $6,840+46.6% | $7,994+25.4% | $4,212+138.1% |
| Admin fee / account holder | $1,150 | $12,784-91.0% | $11,185-89.7% | $7,344-84.3% |