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 | $42,813 | $73,360-41.6% | $177,989-75.9% | $74,495-42.5% |
| Participation rate | 72.8% | 66.6%+6.2pp | 77.1%-4.3pp | 67.2%+5.6pp |
| Annual return | 13.85% | 17.49%-3.6pp | 294.48%-280.6pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $199 | $2,216-91.0% | $3,949-95.0% | $2,623-92.4% |
| Participant deferral / active EE | $2,338 | $4,513-48.2% | $6,276-62.7% | $4,346-46.2% |
| Admin fee / account holder | $2,455 | $1,808+35.8% | $10,363-76.3% | $1,942+26.5% |