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 | $40,754 | $52,279-22.0% | $89,391-54.4% | $79,858-49.0% |
| Participation rate | 73.7% | 57.5%+16.1pp | 68.0%+5.7pp | 69.6%+4.1pp |
| Annual return | 12.72% | 22.16%-9.4pp | 245.62%-232.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $46 | $1,572-97.0% | $2,586-98.2% | $2,471-98.1% |
| Participant deferral / active EE | $5,896 | $2,740+115.2% | $3,890+51.6% | $3,740+57.7% |
| Admin fee / account holder | $5,991 | $3,356+78.5% | $4,881+22.7% | $5,306+12.9% |