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 | $40,937 | $54,705-25.2% | $71,209-42.5% | $84,808-51.7% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.8%+9.1pp | 68.3%+14.5pp |
| Annual return | 14.66% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $14 | $2,158-99.4% | $2,721-99.5% | $2,631-99.5% |
| Participant deferral / active EE | $4,159 | $3,030+37.2% | $4,175-0.4% | $4,212-1.2% |
| Admin fee / account holder | $2,998 | $4,863-38.4% | $5,349-44.0% | $7,344-59.2% |