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 9-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 | $23,282 | $73,933-68.5% | $96,683-75.9% | $75,163-69.0% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 17.96% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $440 | $2,928-85.0% | $3,737-88.2% | $2,670-83.5% |
| Participant deferral / active EE | $2,715 | $3,659-25.8% | $4,878-44.3% | $4,125-34.2% |
| Admin fee / account holder | $2,059 | $5,216-60.5% | $6,730-69.4% | $5,651-63.6% |