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 3-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 | $3,697 | $74,888-95.1% | $71,209-94.8% | $142,382-97.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 23.57% | 345.14%-321.6pp | 282.51%-258.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $251 | $2,854-91.2% | $2,721-90.8% | $4,299-94.2% |
| Participant deferral / active EE | $898 | $4,454-79.8% | $4,175-78.5% | $6,507-86.2% |
| Admin fee / account holder | $437 | $5,568-92.2% | $5,349-91.8% | $12,624-96.5% |