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 | $30,895 | $99,652-69.0% | $78,778-60.8% | $147,584-79.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 18.31% | 47.28%-29.0pp | 35.62%-17.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $93 | $2,796-96.7% | $1,986-95.3% | $4,876-98.1% |
| Participant deferral / active EE | $933 | $3,664-74.5% | $2,958-68.5% | $5,439-82.8% |
| Admin fee / account holder | $3,080 | $7,155-57.0% | $5,134-40.0% | $10,885-71.7% |