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 | $39,369 | $52,279-24.7% | $89,391-56.0% | $79,858-50.7% |
| Participation rate | 73.5% | 57.5%+16.0pp | 68.0%+5.6pp | 69.6%+3.9pp |
| Annual return | 12.61% | 22.16%-9.6pp | 245.62%-233.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,151 | $2,740-21.5% | $3,890-44.7% | $3,740-42.5% |
| Admin fee / account holder | $805 | $3,356-76.0% | $4,881-83.5% | $5,306-84.8% |