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 | $34,883 | $63,346-44.9% | $92,233-62.2% | $70,131-50.3% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 13.91% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $395 | $2,471-84.0% | $3,679-89.3% | $2,342-83.1% |
| Participant deferral / active EE | $5,356 | $2,854+87.7% | $3,897+37.5% | $3,332+60.8% |
| Admin fee / account holder | $799 | $3,840-79.2% | $5,194-84.6% | $4,645-82.8% |