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 | $6,404 | $54,705-88.3% | $71,209-91.0% | $84,808-92.4% |
| Participation rate | 90.2% | 64.1%+26.1pp | 73.8%+16.4pp | 68.3%+21.9pp |
| Annual return | 15.25% | 35.90%-20.6pp | 282.51%-267.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $255 | $2,158-88.2% | $2,721-90.6% | $2,631-90.3% |
| Participant deferral / active EE | $865 | $3,030-71.5% | $4,175-79.3% | $4,212-79.5% |
| Admin fee / account holder | $1,023 | $4,863-79.0% | $5,349-80.9% | $7,344-86.1% |