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 | $37,009 | $98,750-62.5% | $149,696-75.3% | $79,858-53.7% |
| Participation rate | 78.5% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.8pp |
| Annual return | 31.11% | 27.43%+3.7pp | 276.60%-245.5pp | 31.71%-0.6pp |
| Employer contribution / active EE | $385 | $3,216-88.0% | $4,644-91.7% | $2,471-84.4% |
| Participant deferral / active EE | $2,642 | $5,680-53.5% | $6,842-61.4% | $3,740-29.4% |
| Admin fee / account holder | $2,826 | $6,053-53.3% | $9,309-69.6% | $5,306-46.8% |