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 6-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 | $47,482 | $95,803-50.4% | $113,168-58.0% | $84,808-44.0% |
| Participation rate | 76.1% | 72.9%+3.2pp | 76.6%-0.5pp | 68.3%+7.7pp |
| Annual return | 20.12% | 25.00%-4.9pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $201 | $2,360-91.5% | $2,975-93.2% | $2,631-92.4% |
| Participant deferral / active EE | $8,264 | $4,242+94.8% | $5,107+61.8% | $4,212+96.2% |
| Admin fee / account holder | $5,308 | $8,989-40.9% | $12,068-56.0% | $7,344-27.7% |