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 7-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 | $13,845 | $111,814-87.6% | $103,374-86.6% | $145,959-90.5% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 13.27% | 24.77%-11.5pp | 24.89%-11.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $584 | $4,214-86.1% | $3,869-84.9% | $4,661-87.5% |
| Participant deferral / active EE | $3,774 | $5,618-32.8% | $5,058-25.4% | $6,689-43.6% |
| Admin fee / account holder | $1,718 | $9,754-82.4% | $8,394-79.5% | $13,398-87.2% |