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 | $17,126 | $53,516-68.0% | $126,539-86.5% | $84,808-79.8% |
| Participation rate | 75.9% | 58.2%+17.6pp | 69.8%+6.0pp | 68.3%+7.6pp |
| Annual return | 20.15% | 58.34%-38.2pp | 425.95%-405.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $214 | $1,535-86.1% | $3,674-94.2% | $2,631-91.9% |
| Participant deferral / active EE | $2,094 | $2,671-21.6% | $4,083-48.7% | $4,212-50.3% |
| Admin fee / account holder | $363 | $4,497-91.9% | $6,065-94.0% | $7,344-95.1% |