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 10-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 | $36,791 | $79,171-53.5% | $102,423-64.1% | $74,495-50.6% |
| Participation rate | 80.8% | 74.8%+6.0pp | 76.5%+4.3pp | 67.2%+13.6pp |
| Annual return | 16.02% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $459 | $2,362-80.6% | $3,023-84.8% | $2,623-82.5% |
| Participant deferral / active EE | $2,790 | $4,415-36.8% | $5,053-44.8% | $4,346-35.8% |
| Admin fee / account holder | $2,334 | $2,001+16.7% | $9,451-75.3% | $1,942+20.2% |