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 | $45,451 | $111,754-59.3% | $103,333-56.0% | $145,922-68.9% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 11.94% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $796 | $4,212-81.1% | $3,868-79.4% | $4,660-82.9% |
| Participant deferral / active EE | $3,932 | $5,619-30.0% | $5,057-22.3% | $6,688-41.2% |
| Admin fee / account holder | $750 | $9,750-92.3% | $8,355-91.0% | $13,397-94.4% |