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 | $19,755 | $51,604-61.7% | $129,295-84.7% | $80,874-75.6% |
| Participation rate | 72.3% | 57.0%+15.4pp | 69.6%+2.7pp | 67.6%+4.7pp |
| Annual return | 12.96% | 20.76%-7.8pp | 9429.28%-9416.3pp | 35.62%-22.7pp |
| Employer contribution / active EE | $113 | $1,585-92.8% | $4,157-97.3% | $2,756-95.9% |
| Participant deferral / active EE | $1,182 | $2,670-55.7% | $4,169-71.6% | $4,297-72.5% |
| Admin fee / account holder | $741 | $4,310-82.8% | $7,665-90.3% | $6,935-89.3% |