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 10-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 | $81,533 | $127,777-36.2% | $106,548-23.5% | $167,490-51.3% |
| Participation rate | 79.2% | 78.3%+0.9pp | 76.1%+3.0pp | 82.1%-2.9pp |
| Annual return | 12.77% | 33.87%-21.1pp | 26.80%-14.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,318 | $5,087-34.8% | $4,398-24.6% | $6,341-47.7% |
| Admin fee / account holder | $4,835 | $11,228-56.9% | $7,407-34.7% | $12,309-60.7% |