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 | $23,919 | $69,207-65.4% | $64,056-62.7% | $139,434-82.8% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 16.25% | 45.88%-29.6pp | 33.69%-17.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $232 | $3,182-92.7% | $2,747-91.6% | $4,751-95.1% |
| Participant deferral / active EE | $1,055 | $4,682-77.5% | $3,880-72.8% | $6,710-84.3% |
| Admin fee / account holder | $418 | $4,244-90.2% | $3,068-86.4% | $11,403-96.3% |