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 | $58,439 | $91,552-36.2% | $133,956-56.4% | $79,858-26.8% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 12.48% | 61.85%-49.4pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $171 | $2,384-92.8% | $3,919-95.6% | $2,471-93.1% |
| Participant deferral / active EE | $2,328 | $3,733-37.7% | $5,048-53.9% | $3,740-37.8% |
| Admin fee / account holder | $468 | $6,321-92.6% | $8,927-94.8% | $5,306-91.2% |