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 | $32,403 | $103,376-68.7% | $87,100-62.8% | $152,861-78.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 18.29% | 28.10%-9.8pp | 28.19%-9.9pp | 345.32%-327.0pp |
| Employer contribution / active EE | $39 | $3,220-98.8% | $2,521-98.5% | $4,762-99.2% |
| Participant deferral / active EE | $5,017 | $4,778+5.0% | $4,049+23.9% | $5,850-14.2% |
| Admin fee / account holder | $6,173 | $12,205-49.4% | $7,497-17.7% | $11,596-46.8% |