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 | $22,120 | $70,669-68.7% | $169,368-86.9% | $75,163-70.6% |
| Participation rate | 90.8% | 64.8%+26.0pp | 77.1%+13.6pp | 67.2%+23.6pp |
| Annual return | 40.61% | 36.36%+4.3pp | 405.60%-365.0pp | 160.62%-120.0pp |
| Employer contribution / active EE | $88 | $2,211-96.0% | $4,013-97.8% | $2,670-96.7% |
| Participant deferral / active EE | $2,918 | $4,311-32.3% | $6,221-53.1% | $4,125-29.3% |
| Admin fee / account holder | $964 | $5,402-82.1% | $9,003-89.3% | $5,651-82.9% |